+911.5%
BE vs SEI
+459.2%
+452.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +3.4% | +3.9% | +5.8% |
| 7D | +20.0% | +10.2% | +9.7% | +14.6% |
| 30D | +7.9% | -1.0% | +8.9% | +8.0% |
| 3M | -13.2% | -27.9% | +14.7% | +1.4% |
| 6M | +53.5% | +10.4% | +43.1% | +47.8% |
| YTD | +191.0% | +20.1% | +170.9% | +170.0% |
| 1Y | +360.5% | +109.7% | +250.8% | +248.6% |
| 3Y | +1,568.0% | +458.6% | +1,109.4% | +608.9% |
| 5Y | +1,055.2% | +775.3% | +279.9% | +264.9% |
| All | +911.5% | +459.2% | +452.3% | +200.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling