+223.7%
BAC vs SEI
+608.3%
-384.6%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.2% | +5.0% | +0.8% |
| 7D | -0.3% | +20.7% | -20.9% | -4.1% |
| 30D | -1.8% | +9.1% | -10.9% | -4.0% |
| 3M | +15.3% | -6.0% | +21.3% | +14.1% |
| 6M | +30.2% | +18.9% | +11.2% | +21.3% |
| YTD | +15.6% | +40.1% | -24.6% | +2.8% |
| 1Y | +27.5% | +120.6% | -93.2% | +0.8% |
| 3Y | +137.0% | +562.1% | -425.1% | +24.7% |
| 5Y | +75.6% | +954.5% | -878.9% | -26.2% |
| All | +223.7% | +608.3% | -384.6% | +30.7% |
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