+112.9%
FOXA vs SEI
+560.9%
-448.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -5.2% | +7.3% | +2.2% |
| 7D | -3.7% | +20.7% | -24.4% | -4.4% |
| 30D | +5.4% | +9.1% | -3.8% | +4.9% |
| 3M | -3.7% | -6.0% | +2.3% | -4.0% |
| 6M | +12.6% | +18.9% | -6.4% | +10.4% |
| YTD | -10.0% | +40.1% | -50.1% | -12.9% |
| 1Y | +15.0% | +120.6% | -105.6% | +7.3% |
| All | +112.9% | +560.9% | -448.0% | +72.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling