+45.0%
BBY vs SEI
+594.6%
-549.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +5.1% | -2.0% | +2.7% |
| 7D | +0.6% | +22.6% | -22.0% | -1.0% |
| 30D | +9.4% | +9.1% | +0.3% | +8.5% |
| 3M | +19.3% | -11.3% | +30.7% | +19.8% |
| 6M | +47.9% | +22.0% | +25.9% | +42.9% |
| YTD | +39.6% | +47.3% | -7.7% | +31.2% |
| 1Y | +22.2% | +124.8% | -102.6% | +9.3% |
| 3Y | +45.0% | +591.3% | -546.3% | +12.1% |
| All | +45.0% | +594.6% | -549.6% | +12.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling