+369.6%
WELL vs SEI
+613.6%
-244.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.9% |
| 7D | +0.1% | +27.6% | -27.5% | -2.2% |
| 30D | +6.8% | -17.1% | +23.9% | +7.8% |
| 3M | +6.7% | +4.6% | +2.2% | +4.8% |
| 6M | +13.8% | -15.1% | +28.9% | +12.9% |
| YTD | +33.8% | +41.2% | -7.3% | +24.2% |
| 1Y | +29.6% | +37.5% | -7.9% | +20.1% |
| 3Y | +203.1% | +693.7% | -490.6% | +97.1% |
| 5Y | +223.8% | +901.7% | -677.9% | +88.2% |
| All | +369.6% | +613.6% | -244.0% | +150.1% |
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