+14.5%
TFC vs SEI
+1,021.5%
-1,007.1%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +5.8% | -6.6% | -1.5% |
| 7D | -1.3% | +28.2% | -29.5% | -4.6% |
| 30D | -2.3% | +15.5% | -17.8% | -4.5% |
| 3M | +2.5% | -1.4% | +3.8% | +1.1% |
| 6M | +9.5% | +37.4% | -27.9% | +2.0% |
| YTD | +5.1% | +47.8% | -42.8% | -4.1% |
| 1Y | +15.5% | +174.3% | -158.8% | -6.6% |
| 3Y | +95.2% | +598.5% | -503.3% | +17.2% |
| 5Y | +14.5% | +1,026.2% | -1,011.7% | -46.8% |
| All | +14.5% | +1,021.5% | -1,007.1% | -46.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling