+330.9%
META vs SEI
+605.9%
-275.0%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.1% | +4.0% | +3.0% |
| 7D | +5.2% | +10.5% | -5.3% | +4.0% |
| 30D | -13.0% | -8.0% | -5.0% | -12.8% |
| 3M | +7.9% | +6.7% | +1.2% | +6.0% |
| 6M | +4.2% | -17.0% | +21.3% | +4.2% |
| YTD | -2.5% | +39.7% | -42.2% | -9.0% |
| 1Y | +5.6% | +43.2% | -37.6% | -2.0% |
| 3Y | +96.8% | +676.3% | -579.5% | +40.6% |
| 5Y | +90.0% | +891.0% | -801.0% | +26.5% |
| All | +330.9% | +605.9% | -275.0% | +176.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling