+8.1%
WM vs SEI
-22.6%
+30.7%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +14.3% | -16.4% | 0.0% |
| 7D | +1.2% | -18.3% | +19.5% | -1.1% |
| 30D | +13.1% | -24.4% | +37.5% | +10.2% |
| 3M | +3.6% | +1.5% | +2.1% | +5.7% |
| 6M | +8.1% | -25.1% | +33.2% | +6.9% |
| All | +8.1% | -22.6% | +30.7% | +6.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling