+143.1%
FDX vs SEI
+507.3%
-364.2%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.4% | -4.0% | -1.0% |
| 7D | -2.5% | +10.2% | -12.8% | -3.9% |
| 30D | +3.8% | -1.0% | +4.8% | +3.7% |
| 3M | -1.3% | -27.9% | +26.6% | +2.0% |
| 6M | +5.0% | +10.4% | -5.4% | +1.3% |
| YTD | +39.6% | +20.1% | +19.5% | +31.8% |
| 1Y | +81.1% | +109.7% | -28.6% | +54.6% |
| 3Y | +63.0% | +458.6% | -395.6% | +4.7% |
| 5Y | +65.6% | +775.3% | -709.7% | -10.7% |
| All | +143.1% | +507.3% | -364.2% | +30.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling