+130.7%
FIX vs SEI
+139.3%
-8.5%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +16.3% | -13.9% | -4.7% |
| 7D | +6.1% | +28.8% | -22.8% | -5.8% |
| 30D | -2.7% | +10.4% | -13.0% | -7.4% |
| 3M | -10.9% | -11.4% | +0.5% | -8.1% |
| 6M | +29.0% | +31.2% | -2.2% | +12.0% |
| YTD | +76.9% | +39.7% | +37.2% | +47.2% |
| 1Y | +130.7% | +149.0% | -18.2% | +57.1% |
| All | +130.7% | +139.3% | -8.5% | +57.1% |
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