+174.3%
SEI vs USFD
+24.9%
+149.4%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -5.5% | +11.3% | +5.0% |
| 7D | +28.2% | -7.0% | +35.2% | +27.1% |
| 30D | +15.5% | -10.3% | +25.8% | +14.1% |
| 3M | -1.4% | +9.2% | -10.6% | -2.4% |
| 6M | +37.4% | +7.4% | +30.0% | +36.2% |
| YTD | +47.8% | +29.4% | +18.4% | +42.0% |
| 1Y | +174.3% | +24.8% | +149.5% | +153.4% |
| All | +174.3% | +24.9% | +149.4% | +153.4% |
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