+313.9%
META vs SEI
+507.3%
-193.4%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.4% | -2.4% | +0.6% |
| 7D | +6.7% | +10.2% | -3.5% | +5.6% |
| 30D | +4.8% | -1.0% | +5.8% | +4.6% |
| 3M | -1.6% | -27.9% | +26.3% | +1.0% |
| 6M | -7.5% | +10.4% | -17.9% | -10.0% |
| YTD | -6.4% | +20.1% | -26.5% | -10.3% |
| 1Y | -17.3% | +109.7% | -127.1% | -26.6% |
| 3Y | +109.9% | +458.6% | -348.7% | +57.1% |
| 5Y | +65.4% | +775.3% | -709.9% | +12.3% |
| All | +313.9% | +507.3% | -193.4% | +172.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling