+553.7%
FLEX vs SEI
+616.9%
-63.2%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +4.7% | -1.0% | +2.5% |
| 7D | +2.2% | +12.4% | -10.2% | -0.8% |
| 30D | -32.6% | -18.3% | -14.4% | -28.9% |
| 3M | -35.5% | +10.4% | -45.9% | -37.3% |
| 6M | -45.6% | -12.9% | -32.7% | -44.0% |
| YTD | +30.7% | +41.8% | -11.1% | +18.9% |
| 1Y | +28.4% | +30.3% | -1.9% | +18.4% |
| 3Y | +301.7% | +697.3% | -395.7% | +118.3% |
| 5Y | +473.3% | +877.0% | -403.7% | +172.9% |
| All | +553.7% | +616.9% | -63.2% | +200.4% |
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