+225.9%
WELL vs SEI
+889.7%
-663.8%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | -0.2% |
| 7D | +0.1% | +10.5% | -10.3% | -0.1% |
| 30D | +5.7% | -8.0% | +13.7% | +5.7% |
| 3M | +4.6% | +6.7% | -2.1% | +4.0% |
| 6M | +11.9% | -17.0% | +28.9% | +11.8% |
| YTD | +33.6% | +39.7% | -6.1% | +30.4% |
| 1Y | +29.8% | +43.2% | -13.4% | +26.4% |
| 3Y | +202.2% | +676.3% | -474.2% | +154.6% |
| All | +225.9% | +889.7% | -663.8% | +155.6% |
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