+5.3%
WMT vs SEI
+134.3%
-129.0%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +5.1% | -3.8% | +1.4% |
| 7D | 0.0% | +22.6% | -22.6% | +0.3% |
| 30D | -7.4% | +9.1% | -16.5% | -7.3% |
| 3M | -10.9% | -11.3% | +0.5% | -10.4% |
| 6M | -12.7% | +22.0% | -34.7% | -12.4% |
| YTD | -3.2% | +47.3% | -50.5% | -2.5% |
| 1Y | +5.3% | +124.8% | -119.5% | +8.0% |
| All | +5.3% | +134.3% | -129.0% | +8.0% |
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 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