+294.4%
WM vs SEI
+616.9%
-322.4%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +4.7% | -3.5% | +1.1% |
| 7D | +0.8% | +12.4% | -11.7% | +0.3% |
| 30D | +13.8% | -18.3% | +32.1% | +14.3% |
| 3M | +6.4% | +10.4% | -4.0% | +5.3% |
| 6M | +13.2% | -12.9% | +26.1% | +12.8% |
| YTD | +10.8% | +41.8% | -31.1% | +6.8% |
| 1Y | +20.2% | +30.3% | -10.1% | +16.2% |
| 3Y | +46.5% | +697.3% | -650.9% | +16.4% |
| 5Y | +61.3% | +877.0% | -815.7% | +20.8% |
| All | +294.4% | +616.9% | -322.4% | +176.5% |
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