+547.1%
FLEX vs SEI
+592.7%
-45.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +8.4% | +3.6% | +9.7% |
| 7D | -7.2% | -4.3% | -2.9% | -5.8% |
| 30D | -34.8% | -18.0% | -16.7% | -31.2% |
| 3M | -35.6% | +8.2% | -43.8% | -37.1% |
| 6M | -45.0% | -13.9% | -31.1% | -43.2% |
| YTD | +29.4% | +37.0% | -7.7% | +18.7% |
| 1Y | +24.8% | +24.5% | +0.3% | +16.4% |
| 3Y | +304.4% | +681.1% | -376.6% | +121.1% |
| 5Y | +484.1% | +787.5% | -303.4% | +185.3% |
| All | +547.1% | +592.7% | -45.6% | +200.2% |
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