+30.3%
SEI vs USFD
+51.3%
-21.0%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.1% | +4.8% | +4.7% |
| 7D | +12.4% | -0.2% | +12.6% | +12.1% |
| 30D | -18.3% | +12.3% | -30.6% | -15.6% |
| 3M | +10.4% | -0.7% | +11.1% | +13.3% |
| 6M | -12.9% | +31.3% | -44.1% | -13.1% |
| YTD | +41.8% | +45.7% | -3.9% | +26.9% |
| 1Y | +30.3% | +52.1% | -21.8% | +13.1% |
| All | +30.3% | +51.3% | -21.0% | +13.1% |
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