+53.3%
FLNC vs SEI
+105.8%
-52.5%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.4% | -2.0% | -1.0% |
| 7D | -4.9% | +10.2% | -15.1% | -11.5% |
| 30D | -27.3% | -1.0% | -26.2% | -27.9% |
| 3M | -61.9% | -27.9% | -34.0% | -52.2% |
| 6M | -34.5% | +10.4% | -44.9% | -46.5% |
| YTD | -47.7% | +20.1% | -67.8% | -61.5% |
| 1Y | +53.3% | +109.7% | -56.4% | -0.7% |
| All | +53.3% | +105.8% | -52.5% | -0.7% |
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