+141.9%
BBY vs SEI
+647.2%
-505.3%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +5.8% | -7.3% | -2.3% |
| 7D | +1.2% | +28.2% | -27.1% | -2.7% |
| 30D | +6.8% | +15.5% | -8.7% | +4.0% |
| 3M | +18.7% | -1.4% | +20.1% | +17.0% |
| 6M | +37.3% | +37.4% | -0.1% | +26.2% |
| YTD | +35.3% | +47.8% | -12.5% | +21.5% |
| 1Y | +20.7% | +174.3% | -153.6% | -4.1% |
| 3Y | +39.4% | +598.5% | -559.0% | -17.1% |
| 5Y | -1.5% | +1,026.2% | -1,027.7% | -51.7% |
| All | +141.9% | +647.2% | -505.3% | +15.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling