+20.8%
WM vs SEI
+18.6%
+2.3%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -16.9% | +18.5% | -0.2% |
| 7D | +5.9% | -16.4% | +22.4% | +4.1% |
| 30D | +15.4% | -22.9% | +38.3% | +13.2% |
| 3M | +6.3% | -0.3% | +6.6% | +7.4% |
| 6M | +5.6% | -22.3% | +27.9% | +5.4% |
| YTD | +9.9% | +26.2% | -16.2% | +14.4% |
| 1Y | +20.8% | +8.2% | +12.6% | +24.6% |
| All | +20.8% | +18.6% | +2.3% | +24.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling