-71.1%
FIS vs SEI
+864.7%
-935.8%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +4.7% | +2.0% | +6.6% |
| 7D | +1.5% | +12.4% | -10.9% | +1.1% |
| 30D | -11.8% | -18.3% | +6.4% | -11.3% |
| 3M | -28.5% | +10.4% | -39.0% | -28.9% |
| 6M | -27.0% | -12.9% | -14.2% | -26.9% |
| YTD | -53.1% | +41.8% | -94.9% | -54.7% |
| 1Y | -52.8% | +30.3% | -83.0% | -54.3% |
| 3Y | -37.5% | +697.3% | -734.8% | -52.7% |
| 5Y | -71.1% | +877.0% | -948.0% | -80.2% |
| All | -71.1% | +864.7% | -935.8% | -80.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling