+110.3%
WFC vs SEI
+605.9%
-495.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.4% | +0.5% |
| 7D | +2.5% | +10.5% | -7.9% | +0.6% |
| 30D | +7.0% | -8.0% | +15.0% | +6.9% |
| 3M | -1.8% | +6.7% | -8.5% | -5.8% |
| 6M | +18.4% | -17.0% | +35.4% | +17.1% |
| YTD | -5.6% | +39.7% | -45.3% | -18.2% |
| 1Y | +3.9% | +43.2% | -39.3% | -11.1% |
| 3Y | +126.3% | +676.3% | -550.0% | +11.2% |
| 5Y | +91.1% | +891.0% | -799.9% | -20.1% |
| All | +110.3% | +605.9% | -495.6% | -18.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling