+90.0%
FTI vs SEI
+134.3%
-44.2%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +5.1% | -4.1% | +0.7% |
| 7D | -4.4% | +22.6% | -27.0% | -5.7% |
| 30D | +1.5% | +9.1% | -7.6% | +0.8% |
| 3M | +8.2% | -11.3% | +19.5% | +9.6% |
| 6M | +18.8% | +22.0% | -3.2% | +17.2% |
| YTD | +71.7% | +47.3% | +24.4% | +67.6% |
| 1Y | +90.0% | +124.8% | -34.7% | +89.5% |
| All | +90.0% | +134.3% | -44.2% | +89.5% |
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