+991.6%
WDC vs SEI
+1,021.5%
-30.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +5.8% | -4.8% | -0.5% |
| 7D | +7.5% | +28.2% | -20.8% | +0.1% |
| 30D | +10.1% | +15.5% | -5.4% | +5.3% |
| 3M | -6.8% | -1.4% | -5.4% | -6.6% |
| 6M | +84.1% | +37.4% | +46.7% | +71.2% |
| YTD | +180.3% | +47.8% | +132.4% | +156.1% |
| 1Y | +411.1% | +174.3% | +236.8% | +315.0% |
| 3Y | +1,375.0% | +598.5% | +776.5% | +867.3% |
| 5Y | +991.6% | +1,026.2% | -34.6% | +518.4% |
| All | +991.6% | +1,021.5% | -30.0% | +518.4% |
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