+3.6%
WBD vs SEI
+999.8%
-996.2%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.1% | -5.7% | -1.3% |
| 7D | -0.7% | +22.6% | -23.3% | -3.9% |
| 30D | +1.4% | +9.1% | -7.7% | -0.4% |
| 3M | +4.4% | -11.3% | +15.7% | +4.8% |
| 6M | +0.8% | +22.0% | -21.2% | -4.9% |
| YTD | -2.7% | +47.3% | -50.0% | -12.1% |
| 1Y | +73.4% | +124.8% | -51.4% | +42.3% |
| 3Y | +142.1% | +591.3% | -449.1% | +42.6% |
| All | +3.6% | +999.8% | -996.2% | -52.2% |
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