-36.5%
SWKS vs SEI
+889.7%
-926.3%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.0% | +0.1% |
| 7D | +9.4% | +10.5% | -1.0% | +7.8% |
| 30D | +17.0% | -8.0% | +25.0% | +17.3% |
| 3M | +28.9% | +6.7% | +22.2% | +25.5% |
| 6M | +33.1% | -17.0% | +50.2% | +33.3% |
| YTD | +44.8% | +39.7% | +5.1% | +32.6% |
| 1Y | +36.2% | +43.2% | -7.0% | +23.9% |
| 3Y | +11.5% | +676.3% | -664.9% | -28.1% |
| All | -36.5% | +889.7% | -926.3% | -60.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling