+72.9%
BAC vs SEI
+924.7%
-851.8%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +16.3% | -16.8% | -2.4% |
| 7D | +1.2% | +28.8% | -27.7% | -2.1% |
| 30D | -0.7% | +10.4% | -11.1% | -2.3% |
| 3M | +16.9% | -11.4% | +28.4% | +17.2% |
| 6M | +29.6% | +31.2% | -1.6% | +22.2% |
| YTD | +15.3% | +39.7% | -24.5% | +6.9% |
| 1Y | +28.8% | +149.0% | -120.1% | +8.1% |
| 3Y | +136.4% | +560.2% | -423.8% | +53.9% |
| 5Y | +72.9% | +955.7% | -882.8% | -8.1% |
| All | +72.9% | +924.7% | -851.8% | -8.1% |
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