+133.0%
FDX vs SEI
+647.2%
-514.1%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +5.8% | -7.4% | -2.4% |
| 7D | -2.3% | +28.2% | -30.6% | -5.9% |
| 30D | -4.9% | +15.5% | -20.4% | -7.2% |
| 3M | -6.5% | -1.4% | -5.1% | -7.5% |
| 6M | +6.7% | +37.4% | -30.8% | -0.5% |
| YTD | +33.9% | +47.8% | -13.9% | +22.5% |
| 1Y | +72.2% | +174.3% | -102.1% | +41.2% |
| 3Y | +60.2% | +598.5% | -538.2% | -0.6% |
| 5Y | +62.9% | +1,026.2% | -963.3% | -15.8% |
| All | +133.0% | +647.2% | -514.1% | +21.6% |
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