+208.8%
WELL vs SEI
+1,021.5%
-812.7%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.8% | -6.4% | -0.7% |
| 7D | -1.1% | +28.2% | -29.4% | -1.9% |
| 30D | +0.7% | +15.5% | -14.7% | +0.2% |
| 3M | +14.5% | -1.4% | +15.9% | +14.2% |
| 6M | +14.4% | +37.4% | -23.0% | +12.4% |
| YTD | +28.5% | +47.8% | -19.4% | +25.6% |
| 1Y | +41.8% | +174.3% | -132.5% | +34.2% |
| 3Y | +202.8% | +598.5% | -395.7% | +159.2% |
| 5Y | +208.8% | +1,026.2% | -817.4% | +140.5% |
| All | +208.8% | +1,021.5% | -812.7% | +140.5% |
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