+133.5%
WEC vs SEI
+644.4%
-510.9%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.1% | -5.1% | -0.2% |
| 7D | -0.6% | +22.6% | -23.2% | -1.1% |
| 30D | -2.6% | +9.1% | -11.7% | -2.9% |
| 3M | -6.0% | -11.3% | +5.3% | -6.0% |
| 6M | -5.4% | +22.0% | -27.4% | -6.4% |
| YTD | +2.5% | +47.3% | -44.8% | +0.6% |
| 1Y | -0.7% | +124.8% | -125.5% | -4.2% |
| 3Y | +38.7% | +591.3% | -552.5% | +23.2% |
| 5Y | +31.7% | +1,008.2% | -976.6% | +12.0% |
| All | +133.5% | +644.4% | -510.9% | +85.3% |
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