+76.6%
TFC vs SEI
+507.3%
-430.7%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.4% | -3.4% | -0.6% |
| 7D | +2.4% | +10.2% | -7.8% | +0.4% |
| 30D | -1.3% | -1.0% | -0.3% | -1.4% |
| 3M | +6.1% | -27.9% | +34.0% | +10.8% |
| 6M | +7.3% | +10.4% | -3.1% | +1.1% |
| YTD | +8.2% | +20.1% | -11.9% | -1.3% |
| 1Y | +14.4% | +109.7% | -95.3% | -10.8% |
| 3Y | +93.7% | +458.6% | -364.9% | +0.2% |
| 5Y | +16.4% | +775.3% | -758.9% | -52.0% |
| All | +76.6% | +507.3% | -430.7% | -30.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling