+311.7%
META vs SEI
+606.2%
-294.5%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +16.3% | -16.8% | -2.3% |
| 7D | +6.0% | +28.8% | -22.8% | +3.0% |
| 30D | +3.6% | +10.4% | -6.7% | +2.2% |
| 3M | +4.9% | -11.4% | +16.3% | +5.1% |
| 6M | -4.7% | +31.2% | -35.9% | -9.2% |
| YTD | -6.9% | +39.7% | -46.6% | -12.4% |
| 1Y | -18.2% | +149.0% | -167.2% | -28.8% |
| 3Y | +107.8% | +560.2% | -452.4% | +52.5% |
| 5Y | +63.9% | +955.7% | -891.8% | +8.8% |
| All | +311.7% | +606.2% | -294.5% | +166.0% |
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