+4,921.5%
FIX vs SEI
+606.2%
+4,315.3%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +16.3% | -13.9% | -2.2% |
| 7D | +6.1% | +28.8% | -22.8% | -1.7% |
| 30D | -2.7% | +10.4% | -13.0% | -5.7% |
| 3M | -10.9% | -11.4% | +0.5% | -8.7% |
| 6M | +29.0% | +31.2% | -2.2% | +18.2% |
| YTD | +76.9% | +39.7% | +37.2% | +58.5% |
| 1Y | +130.7% | +149.0% | -18.2% | +76.9% |
| 3Y | +790.7% | +560.2% | +230.5% | +395.5% |
| 5Y | +2,185.6% | +955.7% | +1,229.9% | +923.0% |
| All | +4,921.5% | +606.2% | +4,315.3% | +2,042.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling