+686.9%
SEI vs FCUV
-98.6%
+785.5%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +3.3% | +1.8% | +5.1% |
| 7D | +22.6% | -66.5% | +89.1% | +22.4% |
| 30D | +9.1% | +5.0% | +4.1% | +9.2% |
| 3M | -11.3% | +63.8% | -75.1% | -10.7% |
| 6M | +22.0% | -67.8% | +89.9% | +22.7% |
| YTD | +47.3% | -82.4% | +129.7% | +47.9% |
| 1Y | +124.8% | -94.7% | +219.5% | +125.3% |
| 3Y | +591.3% | -99.3% | +690.5% | +594.0% |
| 5Y | +1,008.2% | -99.9% | +1,108.1% | +1,007.4% |
| All | +686.9% | -98.6% | +785.5% | +755.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FCUV.
Daily Out/Under-Performance
Portfolio return minus FCUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FCUV 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 FCUV 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