+287.8%
WM vs SEI
+539.1%
-251.3%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +14.3% | -16.4% | -2.5% |
| 7D | +1.2% | -18.3% | +19.5% | +1.7% |
| 30D | +13.1% | -24.4% | +37.5% | +13.8% |
| 3M | +3.6% | +1.5% | +2.1% | +2.8% |
| 6M | +8.1% | -25.1% | +33.2% | +8.3% |
| YTD | +8.9% | +26.4% | -17.5% | +5.4% |
| 1Y | +20.3% | +8.9% | +11.4% | +17.2% |
| 3Y | +46.2% | +586.7% | -540.5% | +17.0% |
| 5Y | +59.9% | +717.9% | -658.0% | +21.1% |
| All | +287.8% | +539.1% | -251.3% | +172.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling