+162.8%
WEC vs SEI
+605.9%
-443.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +2.0% | +0.9% |
| 7D | +2.3% | +10.5% | -8.1% | +2.1% |
| 30D | +11.1% | -8.0% | +19.1% | +11.1% |
| 3M | +8.4% | +6.7% | +1.7% | +7.9% |
| 6M | +7.5% | -17.0% | +24.5% | +7.4% |
| YTD | +15.3% | +39.7% | -24.3% | +13.1% |
| 1Y | +9.7% | +43.2% | -33.4% | +7.4% |
| 3Y | +64.7% | +676.3% | -611.7% | +44.7% |
| 5Y | +57.3% | +891.0% | -833.8% | +34.3% |
| All | +162.8% | +605.9% | -443.1% | +108.3% |
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