+533.3%
FAST vs SEI
+616.9%
-83.5%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +4.7% | -3.6% | +0.8% |
| 7D | +4.3% | +12.4% | -8.1% | +3.1% |
| 30D | +8.3% | -18.3% | +26.6% | +9.4% |
| 3M | +6.5% | +10.4% | -4.0% | +4.4% |
| 6M | +29.5% | -12.9% | +42.4% | +28.6% |
| YTD | +41.3% | +41.8% | -0.6% | +32.9% |
| 1Y | +37.4% | +30.3% | +7.1% | +29.8% |
| 3Y | +98.5% | +697.3% | -598.8% | +41.1% |
| 5Y | +111.1% | +877.0% | -765.8% | +38.4% |
| All | +533.3% | +616.9% | -83.5% | +313.1% |
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