+109.7%
SEI vs FTV
+21.7%
+88.1%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -1.0% | +4.4% | +3.4% |
| 7D | +10.2% | -4.5% | +14.7% | +9.9% |
| 30D | -1.0% | -7.1% | +6.0% | -1.5% |
| 3M | -27.9% | -7.2% | -20.8% | -27.7% |
| 6M | +10.4% | -1.5% | +11.9% | +9.0% |
| YTD | +20.1% | +3.5% | +16.7% | +21.9% |
| 1Y | +109.7% | +20.3% | +89.4% | +85.8% |
| All | +109.7% | +21.7% | +88.1% | +85.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 1y: compounded portfolio wealth divided by compounded FTV 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…
1y analysis · Full analysis span regression · 6 months rolling