+91.3%
META vs SEI
+692.8%
-601.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.4% | -0.8% |
| 7D | +3.1% | +27.6% | -24.5% | +0.7% |
| 30D | -18.2% | -17.1% | -1.1% | -17.3% |
| 3M | +7.8% | +4.6% | +3.2% | +6.5% |
| 6M | +3.6% | -15.1% | +18.7% | +3.7% |
| YTD | -5.3% | +41.2% | -46.5% | -10.4% |
| 1Y | +2.7% | +37.5% | -34.8% | -2.8% |
| All | +91.3% | +692.8% | -601.5% | +62.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling