+658.2%
WDC vs SEI
+608.3%
+49.9%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -5.2% | +0.8% | -2.9% |
| 7D | +4.4% | +20.7% | -16.2% | -1.4% |
| 30D | +5.3% | +9.1% | -3.8% | +2.1% |
| 3M | -5.9% | -6.0% | +0.1% | -4.3% |
| 6M | +73.2% | +18.9% | +54.3% | +65.5% |
| YTD | +167.8% | +40.1% | +127.7% | +144.4% |
| 1Y | +386.0% | +120.6% | +265.4% | +295.5% |
| 3Y | +1,309.7% | +562.1% | +747.6% | +674.1% |
| 5Y | +957.1% | +954.5% | +2.6% | +363.9% |
| All | +658.2% | +608.3% | +49.9% | +211.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling