+4,805.3%
FIX vs SEI
+507.3%
+4,298.1%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.4% | -1.5% | +0.9% |
| 7D | +6.0% | +10.2% | -4.2% | +3.1% |
| 30D | -7.2% | -1.0% | -6.2% | -7.1% |
| 3M | -15.9% | -27.9% | +12.1% | -8.4% |
| 6M | +12.7% | +10.4% | +2.3% | +8.8% |
| YTD | +72.8% | +20.1% | +52.6% | +62.1% |
| 1Y | +122.9% | +109.7% | +13.2% | +79.8% |
| 3Y | +774.3% | +458.6% | +315.7% | +411.1% |
| 5Y | +2,049.5% | +775.3% | +1,274.2% | +918.2% |
| All | +4,805.3% | +507.3% | +4,298.1% | +2,090.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling