+202.7%
WELL vs SEI
+692.8%
-490.0%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -1.0% |
| 7D | +0.1% | +27.6% | -27.5% | +0.2% |
| 30D | +6.8% | -17.1% | +23.9% | +6.8% |
| 3M | +6.7% | +4.6% | +2.2% | +6.7% |
| 6M | +13.8% | -15.1% | +28.9% | +13.9% |
| YTD | +33.8% | +41.2% | -7.3% | +33.2% |
| 1Y | +29.6% | +37.5% | -7.9% | +29.0% |
| All | +202.7% | +692.8% | -490.0% | +200.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling