+7.1%
WBD vs SEI
+647.2%
-640.1%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +5.8% | -6.5% | -1.8% |
| 7D | -1.7% | +28.2% | -29.9% | -6.2% |
| 30D | +3.9% | +15.5% | -11.6% | +0.7% |
| 3M | +5.1% | -1.4% | +6.5% | +3.3% |
| 6M | +0.6% | +37.4% | -36.8% | -8.2% |
| YTD | -3.2% | +47.8% | -51.0% | -13.9% |
| 1Y | +127.7% | +174.3% | -46.6% | +75.1% |
| 3Y | +146.6% | +598.5% | -451.9% | +39.1% |
| 5Y | +4.2% | +1,026.2% | -1,022.0% | -50.4% |
| All | +7.1% | +647.2% | -640.1% | -51.2% |
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 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