+522.8%
FAST vs SEI
+592.7%
-69.8%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +8.4% | -5.4% | +2.3% |
| 7D | +3.8% | -4.3% | +8.1% | +3.9% |
| 30D | +8.1% | -18.0% | +26.1% | +9.1% |
| 3M | +5.8% | +8.2% | -2.4% | +3.9% |
| 6M | +24.9% | -13.9% | +38.7% | +24.0% |
| YTD | +38.9% | +37.0% | +1.9% | +31.0% |
| 1Y | +36.5% | +24.5% | +12.0% | +29.5% |
| 3Y | +98.1% | +681.1% | -582.9% | +40.9% |
| 5Y | +109.3% | +787.5% | -678.2% | +39.0% |
| All | +522.8% | +592.7% | -69.8% | +307.4% |
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