+25.0%
FITB vs SEI
+134.3%
-109.3%
-21.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +5.1% | -4.6% | +0.3% |
| 7D | -0.3% | +22.6% | -22.9% | -1.1% |
| 30D | -5.7% | +9.1% | -14.8% | -6.1% |
| 3M | +3.2% | -11.3% | +14.5% | +3.2% |
| 6M | +23.4% | +22.0% | +1.4% | +20.5% |
| YTD | +18.8% | +47.3% | -28.5% | +14.0% |
| 1Y | +25.0% | +124.8% | -99.8% | +20.3% |
| All | +25.0% | +134.3% | -109.3% | +20.3% |
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