+350.2%
WELL vs SEI
+644.4%
-294.2%
-63.3%
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% | -0.5% |
| 7D | -0.2% | +22.6% | -22.8% | -2.4% |
| 30D | +2.3% | +9.1% | -6.8% | +1.1% |
| 3M | +12.3% | -11.3% | +23.6% | +12.4% |
| 6M | +15.6% | +22.0% | -6.4% | +11.0% |
| YTD | +28.3% | +47.3% | -19.0% | +19.9% |
| 1Y | +41.9% | +124.8% | -82.8% | +24.6% |
| 3Y | +198.3% | +591.3% | -392.9% | +101.5% |
| 5Y | +206.4% | +1,008.2% | -801.8% | +76.2% |
| All | +350.2% | +644.4% | -294.2% | +141.4% |
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 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