+222.6%
WAB vs SEI
+1,007.8%
-785.2%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +5.8% | -7.2% | -2.1% |
| 7D | +0.2% | +28.2% | -28.0% | -2.9% |
| 30D | -4.6% | +15.5% | -20.0% | -6.5% |
| 3M | +5.6% | -1.4% | +7.0% | +4.7% |
| 6M | +13.8% | +37.4% | -23.6% | +7.4% |
| YTD | +31.9% | +47.8% | -16.0% | +22.4% |
| 1Y | +48.3% | +174.3% | -126.0% | +25.6% |
| 3Y | +167.1% | +598.5% | -431.3% | +80.2% |
| All | +222.6% | +1,007.8% | -785.2% | +84.3% |
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