+108.4%
F vs SEI
+606.2%
-497.8%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +16.3% | -20.5% | -7.2% |
| 7D | +1.2% | +28.8% | -27.7% | -3.8% |
| 30D | +1.2% | +10.4% | -9.1% | -1.2% |
| 3M | -5.7% | -11.4% | +5.8% | -5.5% |
| 6M | +17.9% | +31.2% | -13.2% | +8.4% |
| YTD | +10.4% | +39.7% | -29.3% | -0.7% |
| 1Y | +25.3% | +149.0% | -123.6% | -1.5% |
| 3Y | +37.5% | +560.2% | -522.7% | -26.8% |
| 5Y | +46.5% | +955.7% | -909.2% | -36.0% |
| All | +108.4% | +606.2% | -497.8% | -12.0% |
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 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