+53.0%
FDX vs SEI
+35.9%
+17.1%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.1% | +2.6% | +1.5% |
| 7D | +5.2% | +10.5% | -5.3% | +5.0% |
| 30D | +11.3% | -8.0% | +19.3% | +11.3% |
| 3M | -4.1% | +6.7% | -10.8% | -4.8% |
| 6M | +9.6% | -17.0% | +26.7% | +10.2% |
| YTD | +40.9% | +39.7% | +1.2% | +36.7% |
| 1Y | +53.0% | +43.2% | +9.8% | +48.0% |
| All | +53.0% | +35.9% | +17.1% | +48.0% |
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