+351.3%
WELL vs SEI
+507.3%
-156.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.4% | -5.5% | -2.4% |
| 7D | -0.8% | +10.2% | -11.0% | -1.8% |
| 30D | -0.1% | -1.0% | +0.9% | -0.2% |
| 3M | +18.0% | -27.9% | +46.0% | +20.6% |
| 6M | +15.0% | +10.4% | +4.6% | +11.5% |
| YTD | +28.6% | +20.1% | +8.5% | +22.8% |
| 1Y | +42.9% | +109.7% | -66.8% | +25.9% |
| 3Y | +203.0% | +458.6% | -255.6% | +109.5% |
| 5Y | +206.9% | +775.3% | -568.4% | +81.6% |
| All | +351.3% | +507.3% | -156.0% | +147.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling