+1,803.2%
BE vs SEI
+692.8%
+1,110.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.5% | -3.1% | -3.4% |
| 7D | +20.5% | +27.6% | -7.1% | +6.6% |
| 30D | -23.4% | -17.1% | -6.2% | -16.3% |
| 3M | -14.9% | +4.6% | -19.4% | -18.2% |
| 6M | -28.1% | -15.1% | -13.0% | -23.4% |
| YTD | +132.4% | +41.2% | +91.2% | +96.8% |
| 1Y | +59.4% | +37.5% | +21.8% | +37.9% |
| All | +1,803.2% | +692.8% | +1,110.4% | +742.1% |
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 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