-0.8%
SWKS vs SEI
+584.5%
-585.3%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.0% | +0.1% |
| 7D | -3.1% | -10.8% | +7.7% | -1.8% |
| 30D | +8.3% | -19.0% | +27.3% | +10.9% |
| 3M | +20.2% | +5.8% | +14.4% | +16.5% |
| 6M | +24.9% | -14.9% | +39.8% | +24.6% |
| YTD | +33.2% | +35.4% | -2.3% | +20.2% |
| 1Y | +23.6% | +23.9% | -0.3% | +12.7% |
| 3Y | +1.3% | +661.3% | -660.0% | -41.3% |
| 5Y | -40.6% | +822.2% | -862.8% | -68.8% |
| All | -0.8% | +584.5% | -585.3% | -50.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded SEI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling