+16.2%
TFC vs SEI
+35.9%
-19.7%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.1% | +2.3% | +1.2% |
| 7D | +2.3% | +10.5% | -8.2% | +2.3% |
| 30D | +10.8% | -8.0% | +18.8% | +10.7% |
| 3M | -3.8% | +6.7% | -10.5% | -3.9% |
| 6M | +9.6% | -17.0% | +26.6% | +9.7% |
| YTD | +5.8% | +39.7% | -33.9% | +3.0% |
| 1Y | +16.2% | +43.2% | -27.0% | +13.1% |
| All | +16.2% | +35.9% | -19.7% | +13.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 SEI 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