-53.0%
SWKS vs SEI
+770.7%
-823.7%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +3.4% | +0.1% | +3.0% |
| 7D | +12.5% | +10.2% | +2.3% | +10.9% |
| 30D | +10.5% | -1.0% | +11.5% | +10.4% |
| 3M | -7.4% | -27.9% | +20.5% | -3.7% |
| 6M | +32.7% | +10.4% | +22.3% | +28.9% |
| YTD | +19.2% | +20.1% | -1.0% | +13.3% |
| 1Y | +2.4% | +109.7% | -107.3% | -11.2% |
| 3Y | -25.6% | +458.6% | -484.2% | -49.0% |
| All | -53.0% | +770.7% | -823.7% | -70.7% |
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