+21.8%
WM vs SEI
+28.9%
-7.1%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +1.5% |
| 7D | +1.2% | +27.6% | -26.4% | +4.1% |
| 30D | +15.2% | -17.1% | +32.4% | +14.3% |
| 3M | +8.3% | +4.6% | +3.8% | +10.3% |
| 6M | +13.1% | -15.1% | +28.2% | +14.5% |
| YTD | +12.5% | +41.2% | -28.6% | +18.9% |
| 1Y | +21.8% | +37.5% | -15.8% | +28.8% |
| All | +21.8% | +28.9% | -7.1% | +28.8% |
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