-57.2%
FIS vs SEI
+605.9%
-663.2%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.1% | +5.2% | +4.2% |
| 7D | +2.8% | +10.5% | -7.6% | +2.0% |
| 30D | -16.7% | -8.0% | -8.7% | -16.3% |
| 3M | -32.3% | +6.7% | -39.0% | -33.2% |
| 6M | -29.1% | -17.0% | -12.0% | -29.1% |
| YTD | -54.1% | +39.7% | -93.8% | -57.1% |
| 1Y | -53.7% | +43.2% | -96.9% | -56.9% |
| 3Y | -38.8% | +676.3% | -715.2% | -58.2% |
| 5Y | -71.1% | +891.0% | -962.1% | -81.8% |
| All | -57.2% | +605.9% | -663.2% | -75.0% |
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 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