+83.7%
W vs SEI
+613.6%
-529.9%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.1% | -2.5% |
| 7D | -1.7% | +27.6% | -29.3% | -7.0% |
| 30D | +3.2% | -17.1% | +20.4% | +5.5% |
| 3M | +8.3% | +4.6% | +3.7% | +3.5% |
| 6M | +84.3% | -15.1% | +99.4% | +81.5% |
| YTD | +11.0% | +41.2% | -30.1% | -4.7% |
| 1Y | -0.2% | +37.5% | -37.7% | -14.6% |
| 3Y | +157.9% | +693.7% | -535.7% | +25.1% |
| 5Y | -56.8% | +901.7% | -958.5% | -81.1% |
| All | +83.7% | +613.6% | -529.9% | -22.0% |
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 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