+686.9%
SEI vs FND
+28.2%
+658.8%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.0% | +4.1% | +4.8% |
| 7D | +22.6% | -5.8% | +28.3% | +24.3% |
| 30D | +9.1% | -20.2% | +29.3% | +15.5% |
| 3M | -11.3% | -12.0% | +0.6% | -9.6% |
| 6M | +22.0% | -18.5% | +40.5% | +25.9% |
| YTD | +47.3% | -22.3% | +69.5% | +53.3% |
| 1Y | +124.8% | -47.6% | +172.4% | +159.9% |
| 3Y | +591.3% | -49.8% | +641.0% | +676.2% |
| 5Y | +1,008.2% | -63.0% | +1,071.2% | +1,186.3% |
| All | +686.9% | +28.2% | +658.8% | +461.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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