-18.8%
FISV vs SEI
+647.2%
-665.9%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +5.8% | -10.1% | -4.7% |
| 7D | -6.4% | +28.2% | -34.6% | -8.1% |
| 30D | -6.8% | +15.5% | -22.3% | -8.0% |
| 3M | -10.0% | -1.4% | -8.6% | -10.7% |
| 6M | -20.6% | +37.4% | -58.0% | -24.0% |
| YTD | -27.6% | +47.8% | -75.4% | -31.5% |
| 1Y | -64.3% | +174.3% | -238.6% | -68.9% |
| 3Y | -60.0% | +598.5% | -658.5% | -71.2% |
| 5Y | -57.7% | +1,026.2% | -1,083.9% | -73.0% |
| All | -18.8% | +647.2% | -665.9% | -50.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling