+274.9%
WAB vs SEI
+606.2%
-331.3%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +16.3% | -15.7% | -2.4% |
| 7D | +1.7% | +28.8% | -27.2% | -3.2% |
| 30D | -2.4% | +10.4% | -12.8% | -4.7% |
| 3M | +9.7% | -11.4% | +21.1% | +10.1% |
| 6M | +16.5% | +31.2% | -14.7% | +7.4% |
| YTD | +33.7% | +39.7% | -6.0% | +20.4% |
| 1Y | +49.7% | +149.0% | -99.3% | +17.8% |
| 3Y | +170.9% | +560.2% | -389.2% | +48.9% |
| 5Y | +228.0% | +955.7% | -727.6% | +45.7% |
| All | +274.9% | +606.2% | -331.3% | +67.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling