+591.3%
SEI vs FWONK
+44.6%
+546.7%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.2% | +4.9% | +5.1% |
| 7D | +22.6% | +0.1% | +22.5% | +22.6% |
| 30D | +9.1% | -7.7% | +16.8% | +11.5% |
| 3M | -11.3% | +5.7% | -17.1% | -13.9% |
| 6M | +22.0% | +13.5% | +8.6% | +14.4% |
| YTD | +47.3% | -3.0% | +50.2% | +47.4% |
| 1Y | +124.8% | -6.4% | +131.2% | +129.0% |
| 3Y | +591.3% | +43.8% | +547.4% | +480.1% |
| All | +591.3% | +44.6% | +546.7% | +480.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FWONK.
Daily Out/Under-Performance
Portfolio return minus FWONK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FWONK 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 FWONK 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