+98.7%
FAST vs SEI
+684.3%
-585.6%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.4% | -0.6% |
| 7D | +4.2% | +10.5% | -6.3% | +3.9% |
| 30D | +6.7% | -8.0% | +14.7% | +6.7% |
| 3M | +8.0% | +6.7% | +1.3% | +7.4% |
| 6M | +27.4% | -17.0% | +44.5% | +27.5% |
| YTD | +40.5% | +39.7% | +0.8% | +37.4% |
| 1Y | +38.4% | +43.2% | -4.8% | +35.0% |
| 3Y | +98.7% | +676.3% | -577.7% | +68.7% |
| All | +98.7% | +684.3% | -585.6% | +68.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling