+1,379.2%
WDC vs SEI
+558.9%
+820.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +16.3% | -14.2% | -2.7% |
| 7D | +6.0% | +28.8% | -22.9% | -2.2% |
| 30D | +9.9% | +10.4% | -0.4% | +6.1% |
| 3M | -9.4% | -11.4% | +2.0% | -6.5% |
| 6M | +94.7% | +31.2% | +63.5% | +82.7% |
| YTD | +177.4% | +39.7% | +137.6% | +156.2% |
| 1Y | +412.6% | +149.0% | +263.6% | +324.2% |
| All | +1,379.2% | +558.9% | +820.2% | +927.7% |
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 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