+198.7%
WELL vs SEI
+597.1%
-398.5%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.8% | -6.4% | -0.6% |
| 7D | -1.1% | +28.2% | -29.4% | -1.2% |
| 30D | +0.7% | +15.5% | -14.7% | +0.7% |
| 3M | +14.5% | -1.4% | +15.9% | +14.5% |
| 6M | +14.4% | +37.4% | -23.0% | +13.8% |
| YTD | +28.5% | +47.8% | -19.4% | +27.6% |
| 1Y | +41.8% | +174.3% | -132.5% | +39.4% |
| All | +198.7% | +597.1% | -398.5% | +190.8% |
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