+289.7%
WM vs SEI
+584.5%
-294.8%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.5% | +0.4% |
| 7D | +1.2% | -10.8% | +12.0% | +1.4% |
| 30D | +13.7% | -19.0% | +32.7% | +14.2% |
| 3M | +5.2% | +5.8% | -0.6% | +4.3% |
| 6M | +11.2% | -14.9% | +26.1% | +10.8% |
| YTD | +9.4% | +35.4% | -26.0% | +5.6% |
| 1Y | +20.4% | +23.9% | -3.5% | +16.5% |
| 3Y | +44.7% | +661.3% | -616.6% | +15.2% |
| 5Y | +58.5% | +822.2% | -763.7% | +19.0% |
| All | +289.7% | +584.5% | -294.8% | +173.6% |
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 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