+557.7%
SEI vs FND
-50.8%
+608.5%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -1.5% | -3.7% | -4.9% |
| 7D | +20.7% | -5.1% | +25.7% | +21.8% |
| 30D | +9.1% | -22.5% | +31.6% | +15.3% |
| 3M | -6.0% | -5.0% | -1.0% | -6.4% |
| 6M | +18.9% | -21.5% | +40.5% | +23.8% |
| YTD | +40.1% | -23.0% | +63.2% | +46.1% |
| 1Y | +120.6% | -44.9% | +165.5% | +151.5% |
| All | +557.7% | -50.8% | +608.5% | +608.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling