+105.3%
FAST vs SEI
+706.3%
-601.0%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +14.3% | -14.1% | -0.3% |
| 7D | +2.1% | -18.3% | +20.4% | +2.6% |
| 30D | +6.9% | -24.4% | +31.3% | +7.6% |
| 3M | +4.8% | +1.5% | +3.3% | +4.2% |
| 6M | +19.8% | -25.1% | +44.9% | +20.2% |
| YTD | +34.9% | +26.4% | +8.5% | +31.7% |
| 1Y | +32.8% | +8.9% | +23.9% | +30.3% |
| 3Y | +93.7% | +586.7% | -492.9% | +64.3% |
| All | +105.3% | +706.3% | -601.0% | +79.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling