+257.9%
WM vs SEI
+507.3%
-249.4%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.4% | -4.7% | -1.4% |
| 7D | -0.3% | +10.2% | -10.5% | -0.7% |
| 30D | -2.4% | -1.0% | -1.3% | -2.4% |
| 3M | +0.4% | -27.9% | +28.3% | +1.4% |
| 6M | -9.5% | +10.4% | -19.9% | -10.9% |
| YTD | +0.5% | +20.1% | -19.6% | -1.9% |
| 1Y | -1.1% | +109.7% | -110.8% | -7.7% |
| 3Y | +46.0% | +458.6% | -412.6% | +19.6% |
| 5Y | +51.8% | +775.3% | -723.5% | +14.0% |
| All | +257.9% | +507.3% | -249.4% | +154.0% |
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