+417.4%
WDC vs SEI
+105.8%
+311.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +3.4% | +2.4% | +4.0% |
| 7D | +1.7% | +10.2% | -8.5% | -3.5% |
| 30D | -10.0% | -1.0% | -8.9% | -10.2% |
| 3M | -18.8% | -27.9% | +9.2% | -4.1% |
| 6M | +79.0% | +10.4% | +68.6% | +75.4% |
| YTD | +171.6% | +20.1% | +151.4% | +154.9% |
| 1Y | +417.4% | +109.7% | +307.7% | +346.7% |
| All | +417.4% | +105.8% | +311.5% | +346.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling