+109.7%
SEI vs USFD
+34.2%
+75.5%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.4% | +3.8% | +3.4% |
| 7D | +10.2% | -3.0% | +13.3% | +10.0% |
| 30D | -1.0% | +3.5% | -4.6% | -0.7% |
| 3M | -27.9% | +26.6% | -54.5% | -28.6% |
| 6M | +10.4% | +11.7% | -1.3% | +10.7% |
| YTD | +20.1% | +38.1% | -18.0% | +16.3% |
| 1Y | +109.7% | +33.4% | +76.3% | +97.4% |
| All | +109.7% | +34.2% | +75.5% | +97.4% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 USFD 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