+668.7%
WDC vs SEI
+507.3%
+161.4%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +3.4% | +2.4% | +4.9% |
| 7D | +1.7% | +10.2% | -8.5% | -1.1% |
| 30D | -10.0% | -1.0% | -8.9% | -10.0% |
| 3M | -18.8% | -27.9% | +9.2% | -10.6% |
| 6M | +79.0% | +10.4% | +68.6% | +75.7% |
| YTD | +171.6% | +20.1% | +151.4% | +159.9% |
| 1Y | +417.4% | +109.7% | +307.7% | +329.2% |
| 3Y | +1,251.8% | +458.6% | +793.2% | +682.0% |
| 5Y | +911.7% | +775.3% | +136.4% | +370.5% |
| All | +668.7% | +507.3% | +161.4% | +231.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling