-68.4%
FLNC vs SEI
+18.6%
-87.0%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | -16.9% | +27.1% | +18.6% |
| 7D | -2.1% | -16.4% | +14.3% | +5.1% |
| 30D | -20.8% | -22.9% | +2.1% | -12.3% |
| 3M | -61.3% | -0.3% | -61.0% | -64.6% |
| 6M | -50.9% | -22.3% | -28.5% | -48.3% |
| YTD | -69.4% | +26.2% | -95.5% | -79.2% |
| 1Y | -68.4% | +8.2% | -76.6% | -75.3% |
| All | -68.4% | +18.6% | -87.0% | -75.3% |
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