+149.5%
BBY vs SEI
+644.4%
-494.9%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +5.1% | -2.0% | +2.3% |
| 7D | +0.6% | +22.6% | -22.0% | -2.7% |
| 30D | +9.4% | +9.1% | +0.3% | +7.5% |
| 3M | +19.3% | -11.3% | +30.7% | +19.6% |
| 6M | +47.9% | +22.0% | +25.9% | +38.8% |
| YTD | +39.6% | +47.3% | -7.7% | +25.4% |
| 1Y | +22.2% | +124.8% | -102.6% | +0.8% |
| 3Y | +45.0% | +591.3% | -546.3% | -13.6% |
| 5Y | +2.6% | +1,008.2% | -1,005.6% | -49.5% |
| All | +149.5% | +644.4% | -494.9% | +19.1% |
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 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