+3,291.8%
FIX vs SEI
+605.9%
+2,685.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.1% | -0.3% | -1.1% |
| 7D | +9.4% | +10.5% | -1.0% | +6.4% |
| 30D | -27.8% | -8.0% | -19.8% | -25.9% |
| 3M | -35.6% | +6.7% | -42.3% | -37.1% |
| 6M | -45.2% | -17.0% | -28.2% | -43.1% |
| YTD | +19.5% | +39.7% | -20.2% | +6.8% |
| 1Y | +24.2% | +43.2% | -18.9% | +10.1% |
| 3Y | +494.2% | +676.3% | -182.2% | +217.9% |
| 5Y | +1,036.1% | +891.0% | +145.1% | +419.5% |
| All | +3,291.8% | +605.9% | +2,685.8% | +1,343.3% |
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