+27.3%
BAC vs SEI
+162.2%
-134.9%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +5.8% | -5.4% | +0.2% |
| 7D | +0.6% | +28.2% | -27.6% | -0.6% |
| 30D | -1.4% | +15.5% | -16.8% | -2.1% |
| 3M | +15.7% | -1.4% | +17.1% | +15.0% |
| 6M | +32.2% | +37.4% | -5.2% | +28.0% |
| YTD | +15.8% | +47.8% | -32.0% | +11.2% |
| 1Y | +27.3% | +174.3% | -147.0% | +20.5% |
| All | +27.3% | +162.2% | -134.9% | +20.5% |
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