+3,268.8%
FIX vs SEI
+584.5%
+2,684.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | -0.3% |
| 7D | -13.9% | -10.8% | -3.1% | -10.8% |
| 30D | -35.5% | -19.0% | -16.5% | -31.6% |
| 3M | -33.9% | +5.8% | -39.7% | -35.4% |
| 6M | -43.3% | -14.9% | -28.4% | -41.4% |
| YTD | +18.7% | +35.4% | -16.7% | +7.0% |
| 1Y | +13.8% | +23.9% | -10.1% | +4.6% |
| 3Y | +495.0% | +661.3% | -166.3% | +220.3% |
| 5Y | +1,049.0% | +822.2% | +226.8% | +436.4% |
| All | +3,268.8% | +584.5% | +2,684.3% | +1,346.3% |
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