+24.3%
W vs SEI
+18.6%
+5.7%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -16.9% | +27.9% | +12.5% |
| 7D | +8.4% | -16.4% | +24.8% | +9.7% |
| 30D | +16.5% | -22.9% | +39.4% | +18.7% |
| 3M | +6.4% | -0.3% | +6.7% | +3.2% |
| 6M | +90.5% | -22.3% | +112.9% | +89.4% |
| YTD | +23.1% | +26.2% | -3.1% | +13.0% |
| 1Y | +24.3% | +8.2% | +16.1% | +14.8% |
| All | +24.3% | +18.6% | +5.7% | +14.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling