+567.0%
WDC vs SEI
+889.7%
-322.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.1% | -3.9% | -4.7% |
| 7D | +12.1% | +10.5% | +1.6% | +9.2% |
| 30D | -18.8% | -8.0% | -10.8% | -17.2% |
| 3M | -39.3% | +6.7% | -46.0% | -41.4% |
| 6M | -40.1% | -17.0% | -23.1% | -38.2% |
| YTD | +71.8% | +39.7% | +32.1% | +57.6% |
| 1Y | +88.5% | +43.2% | +45.3% | +71.9% |
| 3Y | +770.0% | +676.3% | +93.6% | +464.1% |
| All | +567.0% | +889.7% | -322.7% | +301.2% |
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