+162.2%
BAC vs SEI
+616.9%
-454.7%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.7% | -4.8% | -0.9% |
| 7D | -1.9% | +12.4% | -14.3% | -4.3% |
| 30D | -7.2% | -18.3% | +11.1% | -5.1% |
| 3M | -20.4% | +10.4% | -30.9% | -23.9% |
| 6M | +1.3% | -12.9% | +14.2% | -0.5% |
| YTD | -6.4% | +41.8% | -48.2% | -18.5% |
| 1Y | -3.5% | +30.3% | -33.8% | -15.1% |
| 3Y | +96.7% | +697.3% | -600.6% | -3.2% |
| 5Y | +20.6% | +877.0% | -856.4% | -48.8% |
| All | +162.2% | +616.9% | -454.7% | +3.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling