-55.8%
FIG vs SEI
+105.8%
-161.6%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +3.4% | -7.8% | -4.2% |
| 7D | -16.3% | +10.2% | -26.6% | -15.9% |
| 30D | -14.3% | -1.0% | -13.3% | -14.4% |
| 3M | +7.2% | -27.9% | +35.1% | +7.9% |
| 6M | -18.6% | +10.4% | -29.0% | -24.6% |
| YTD | -35.5% | +20.1% | -55.6% | -43.8% |
| 1Y | -55.8% | +109.7% | -165.5% | -64.5% |
| All | -55.8% | +105.8% | -161.6% | -64.5% |
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 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