+124.8%
SEI vs FTV
+14.7%
+110.0%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.3% | +4.8% | +5.1% |
| 7D | +22.6% | -4.0% | +26.5% | +22.1% |
| 30D | +9.1% | -11.0% | +20.1% | +7.9% |
| 3M | -11.3% | -8.4% | -2.9% | -11.6% |
| 6M | +22.0% | -2.6% | +24.6% | +20.5% |
| YTD | +47.3% | -0.6% | +47.9% | +49.2% |
| 1Y | +124.8% | +11.0% | +113.8% | +101.0% |
| All | +124.8% | +14.7% | +110.0% | +101.0% |
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