+832.8%
FLEX vs SEI
+647.2%
+185.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +5.8% | -7.2% | -2.9% |
| 7D | +6.4% | +28.2% | -21.9% | -0.5% |
| 30D | -5.9% | +15.5% | -21.3% | -9.6% |
| 3M | -23.5% | -1.4% | -22.1% | -23.6% |
| 6M | +83.7% | +37.4% | +46.3% | +68.7% |
| YTD | +86.5% | +47.8% | +38.7% | +67.8% |
| 1Y | +100.5% | +174.3% | -73.8% | +54.8% |
| 3Y | +469.8% | +598.5% | -128.6% | +218.6% |
| 5Y | +725.7% | +1,026.2% | -300.6% | +276.5% |
| All | +832.8% | +647.2% | +185.6% | +324.1% |
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 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