-37.5%
FIS vs SEI
+696.4%
-733.9%
-67.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +4.7% | +2.0% | +6.7% |
| 7D | +1.5% | +12.4% | -10.9% | +1.5% |
| 30D | -11.8% | -18.3% | +6.4% | -11.9% |
| 3M | -28.5% | +10.4% | -39.0% | -28.2% |
| 6M | -27.0% | -12.9% | -14.2% | -26.6% |
| YTD | -53.1% | +41.8% | -94.9% | -53.5% |
| 1Y | -52.8% | +30.3% | -83.0% | -53.1% |
| All | -37.5% | +696.4% | -733.9% | -43.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling