+1,683.3%
BE vs SEI
+597.1%
+1,086.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +5.8% | -8.7% | -5.7% |
| 7D | +23.9% | +28.2% | -4.3% | +9.3% |
| 30D | +27.8% | +15.5% | +12.4% | +18.3% |
| 3M | +3.7% | -1.4% | +5.1% | +4.4% |
| 6M | +78.0% | +37.4% | +40.5% | +52.7% |
| YTD | +209.9% | +47.8% | +162.1% | +158.3% |
| 1Y | +389.6% | +174.3% | +215.3% | +234.9% |
| All | +1,683.3% | +597.1% | +1,086.2% | +649.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling