+65.9%
BLK vs SEI
+594.6%
-528.7%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +5.1% | -3.5% | +1.2% |
| 7D | -3.3% | +22.6% | -25.9% | -5.3% |
| 30D | -6.5% | +9.1% | -15.6% | -7.6% |
| 3M | +6.7% | -11.3% | +18.1% | +7.1% |
| 6M | +14.7% | +22.0% | -7.3% | +10.6% |
| YTD | +2.5% | +47.3% | -44.7% | -3.5% |
| 1Y | -2.8% | +124.8% | -127.5% | -12.8% |
| 3Y | +65.9% | +591.3% | -525.4% | +28.1% |
| All | +65.9% | +594.6% | -528.7% | +28.1% |
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