-23.9%
FIS vs SEI
+558.9%
-582.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +16.3% | -22.2% | -5.8% |
| 7D | -3.5% | +28.8% | -32.3% | -3.3% |
| 30D | -7.8% | +10.4% | -18.2% | -7.7% |
| 3M | +0.8% | -11.4% | +12.3% | +1.2% |
| 6M | -21.9% | +31.2% | -53.1% | -22.7% |
| YTD | -39.5% | +39.7% | -79.2% | -40.4% |
| 1Y | -41.0% | +149.0% | -190.0% | -43.4% |
| All | -23.9% | +558.9% | -582.8% | -34.1% |
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