+668.0%
BE vs SEI
+550.0%
+117.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.1% | -3.9% | -4.4% |
| 7D | +10.8% | +10.5% | +0.4% | +6.2% |
| 30D | -19.8% | -8.0% | -11.8% | -16.9% |
| 3M | -18.7% | +6.7% | -25.5% | -22.3% |
| 6M | -33.7% | -17.0% | -16.7% | -28.3% |
| YTD | +121.0% | +39.7% | +81.3% | +89.1% |
| 1Y | +85.4% | +43.2% | +42.2% | +58.3% |
| 3Y | +1,709.5% | +676.3% | +1,033.2% | +556.7% |
| 5Y | +462.2% | +891.0% | -428.8% | +66.9% |
| All | +668.0% | +550.0% | +117.9% | +110.1% |
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