+143.5%
WBD vs SEI
+560.9%
-417.4%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -5.2% | +6.2% | +1.7% |
| 7D | -0.6% | +20.7% | -21.2% | -3.1% |
| 30D | +4.2% | +9.1% | -4.9% | +2.6% |
| 3M | +7.5% | -6.0% | +13.5% | +7.0% |
| 6M | +1.6% | +18.9% | -17.4% | -3.1% |
| YTD | -2.2% | +40.1% | -42.3% | -9.8% |
| 1Y | +124.9% | +120.6% | +4.2% | +88.9% |
| All | +143.5% | +560.9% | -417.4% | +54.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling