+85.2%
F vs SEI
+539.1%
-453.9%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +14.3% | -15.0% | -3.1% |
| 7D | +1.6% | -18.3% | +19.8% | +4.2% |
| 30D | +2.6% | -24.4% | +27.1% | +5.9% |
| 3M | -8.8% | +1.5% | -10.3% | -11.8% |
| 6M | +4.6% | -25.1% | +29.8% | +5.3% |
| YTD | -1.9% | +26.4% | -28.3% | -12.3% |
| 1Y | -0.8% | +8.9% | -9.7% | -9.3% |
| 3Y | +43.5% | +586.7% | -543.2% | -26.8% |
| 5Y | -12.1% | +717.9% | -730.0% | -60.0% |
| All | +85.2% | +539.1% | -453.9% | -22.3% |
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