+0.8%
META vs SEI
+18.6%
-17.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -16.9% | +18.4% | +2.9% |
| 7D | +2.9% | -16.4% | +19.3% | +4.2% |
| 30D | -15.1% | -22.9% | +7.8% | -13.5% |
| 3M | +7.2% | -0.3% | +7.5% | +6.8% |
| 6M | +3.4% | -22.3% | +25.7% | +5.8% |
| YTD | -4.3% | +26.2% | -30.5% | -8.8% |
| 1Y | +0.8% | +8.2% | -7.4% | -2.4% |
| All | +0.8% | +18.6% | -17.8% | -2.4% |
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