+95.1%
META vs SEI
+565.5%
-470.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +14.3% | -13.4% | -0.4% |
| 7D | -0.8% | -18.3% | +17.5% | +0.7% |
| 30D | -15.4% | -24.4% | +9.0% | -13.8% |
| 3M | +3.5% | +1.5% | +2.0% | +2.5% |
| 6M | -0.3% | -25.1% | +24.9% | +1.0% |
| YTD | -7.3% | +26.4% | -33.8% | -11.4% |
| 1Y | -1.1% | +8.9% | -10.0% | -4.4% |
| 3Y | +95.1% | +586.7% | -491.6% | +68.3% |
| All | +95.1% | +565.5% | -470.4% | +68.3% |
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