-57.6%
FISV vs SEI
+594.6%
-652.2%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +5.1% | +0.3% | +5.5% |
| 7D | -2.7% | +22.6% | -25.3% | -2.2% |
| 30D | 0.0% | +9.1% | -9.1% | +0.4% |
| 3M | -2.8% | -11.3% | +8.5% | -2.4% |
| 6M | -11.8% | +22.0% | -33.8% | -11.8% |
| YTD | -23.2% | +47.3% | -70.5% | -23.4% |
| 1Y | -62.0% | +124.8% | -186.8% | -62.8% |
| 3Y | -57.6% | +591.3% | -648.9% | -60.8% |
| All | -57.6% | +594.6% | -652.2% | -60.8% |
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 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