+360.5%
BE vs SEI
+105.8%
+254.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +3.4% | +3.9% | +4.6% |
| 7D | +20.0% | +10.2% | +9.7% | +10.9% |
| 30D | +7.9% | -1.0% | +8.9% | +7.7% |
| 3M | -13.2% | -27.9% | +14.7% | +10.1% |
| 6M | +53.5% | +10.4% | +43.1% | +35.1% |
| YTD | +191.0% | +20.1% | +170.9% | +130.0% |
| 1Y | +360.5% | +109.7% | +250.8% | +175.0% |
| All | +360.5% | +105.8% | +254.7% | +175.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling