+141.7%
FDX vs SEI
+584.5%
-442.7%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.4% |
| 7D | +0.5% | -10.8% | +11.3% | +1.4% |
| 30D | +9.5% | -19.0% | +28.5% | +11.3% |
| 3M | -1.3% | +5.8% | -7.1% | -4.2% |
| 6M | +5.5% | -14.9% | +20.4% | +4.4% |
| YTD | +38.9% | +35.4% | +3.5% | +26.6% |
| 1Y | +58.8% | +23.9% | +34.9% | +45.9% |
| 3Y | +71.1% | +661.3% | -590.2% | +2.3% |
| 5Y | +76.3% | +822.2% | -745.9% | -6.2% |
| All | +141.7% | +584.5% | -442.7% | +25.6% |
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