+1.9%
META vs SEI
+22.6%
-20.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +8.4% | -3.3% | +4.3% |
| 7D | +5.7% | -4.3% | +10.0% | +5.7% |
| 30D | -10.8% | -18.0% | +7.3% | -9.7% |
| 3M | +8.4% | +8.2% | +0.2% | +7.1% |
| 6M | +5.4% | -13.9% | +19.3% | +6.7% |
| YTD | -2.6% | +37.0% | -39.6% | -8.3% |
| All | +1.9% | +22.6% | -20.7% | -3.7% |
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