+1,003.0%
BE vs SEI
+585.5%
+417.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +5.1% | +1.6% | +4.3% |
| 7D | +9.0% | +22.6% | -13.5% | -1.0% |
| 30D | +16.3% | +9.1% | +7.2% | +10.9% |
| 3M | +10.8% | -11.3% | +22.1% | +17.5% |
| 6M | +73.2% | +22.0% | +51.2% | +58.2% |
| YTD | +217.4% | +47.3% | +170.1% | +167.3% |
| 1Y | +309.8% | +124.8% | +185.0% | +196.6% |
| 3Y | +1,726.2% | +591.3% | +1,134.9% | +602.0% |
| 5Y | +1,306.2% | +1,008.2% | +298.0% | +297.2% |
| All | +1,003.0% | +585.5% | +417.5% | +196.9% |
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 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