+54.6%
FTI vs SEI
+18.6%
+36.0%
-19.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -16.9% | +13.6% | -1.6% |
| 7D | -9.7% | -16.4% | +6.8% | -8.1% |
| 30D | -8.2% | -22.9% | +14.7% | -6.1% |
| 3M | -7.8% | -0.3% | -7.5% | -8.1% |
| 6M | -13.4% | -22.3% | +8.9% | -11.1% |
| YTD | +45.1% | +26.2% | +18.9% | +38.6% |
| 1Y | +54.6% | +8.2% | +46.4% | +49.3% |
| All | +54.6% | +18.6% | +36.0% | +49.3% |
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