+291.0%
AFL vs SEI
+644.4%
-353.4%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +5.1% | -4.4% | +0.1% |
| 7D | -1.6% | +22.6% | -24.2% | -4.1% |
| 30D | -4.0% | +9.1% | -13.1% | -5.3% |
| 3M | -0.5% | -11.3% | +10.8% | -0.4% |
| 6M | +6.5% | +22.0% | -15.5% | +1.7% |
| YTD | +6.2% | +47.3% | -41.1% | -2.0% |
| 1Y | +8.3% | +124.8% | -116.5% | -7.2% |
| 3Y | +62.5% | +591.3% | -528.7% | +2.2% |
| 5Y | +136.2% | +1,008.2% | -872.1% | +24.9% |
| All | +291.0% | +644.4% | -353.4% | +97.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling