-3.7%
FISV vs SEI
+18.6%
-22.3%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -16.9% | +23.2% | +4.3% |
| 7D | +29.6% | -16.4% | +46.1% | +27.3% |
| 30D | +34.5% | -22.9% | +57.4% | +31.7% |
| 3M | +11.2% | -0.3% | +11.5% | +12.5% |
| 6M | -1.2% | -22.3% | +21.1% | -1.1% |
| YTD | -7.6% | +26.2% | -33.8% | -8.5% |
| 1Y | -3.7% | +8.2% | -11.9% | -3.8% |
| All | -3.7% | +18.6% | -22.3% | -3.8% |
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