+31.7%
WEC vs SEI
+950.2%
-918.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -5.2% | +4.4% | -0.7% |
| 7D | -1.3% | +20.7% | -21.9% | -1.4% |
| 30D | -0.4% | +9.1% | -9.5% | -0.5% |
| 3M | -6.8% | -6.0% | -0.8% | -6.8% |
| 6M | -6.4% | +18.9% | -25.3% | -6.7% |
| YTD | +2.5% | +40.1% | -37.6% | +2.0% |
| 1Y | -0.4% | +120.6% | -121.0% | -1.6% |
| 3Y | +38.5% | +562.1% | -523.6% | +29.4% |
| 5Y | +31.7% | +954.5% | -922.8% | +27.4% |
| All | +31.7% | +950.2% | -918.5% | +27.4% |
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