-53.7%
FIS vs SEI
+35.9%
-89.6%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.1% | +5.2% | +4.1% |
| 7D | +2.8% | +10.5% | -7.6% | +3.4% |
| 30D | -16.7% | -8.0% | -8.7% | -16.8% |
| 3M | -32.3% | +6.7% | -39.0% | -30.6% |
| 6M | -29.1% | -17.0% | -12.0% | -27.7% |
| YTD | -54.1% | +39.7% | -93.8% | -53.7% |
| 1Y | -53.7% | +43.2% | -96.9% | -53.4% |
| All | -53.7% | +35.9% | -89.6% | -53.4% |
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