+38.5%
FAST vs SEI
+28.9%
+9.6%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.1% |
| 7D | +5.0% | +27.6% | -22.6% | +4.7% |
| 30D | +8.6% | -17.1% | +25.7% | +8.6% |
| 3M | +6.9% | +4.6% | +2.3% | +6.6% |
| 6M | +29.6% | -15.1% | +44.7% | +30.4% |
| YTD | +41.4% | +41.2% | +0.2% | +37.1% |
| 1Y | +38.5% | +37.5% | +1.0% | +32.8% |
| All | +38.5% | +28.9% | +9.6% | +32.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling