+37.3%
BBY vs SEI
+42.0%
-4.7%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +5.8% | -7.3% | -1.0% |
| 7D | +1.2% | +28.2% | -27.1% | +3.2% |
| 30D | +6.8% | +15.5% | -8.7% | +7.9% |
| 3M | +18.7% | -1.4% | +20.1% | +19.6% |
| 6M | +37.3% | +37.4% | -0.1% | +39.9% |
| All | +37.3% | +42.0% | -4.7% | +39.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling