+231.7%
BN vs SEI
+605.9%
-374.3%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.1% | -0.5% | -1.4% |
| 7D | -1.0% | +10.5% | -11.4% | -2.7% |
| 30D | +14.0% | -8.0% | +22.0% | +13.8% |
| 3M | -9.0% | +6.7% | -15.7% | -12.6% |
| 6M | -8.8% | -17.0% | +8.2% | -9.8% |
| YTD | -10.3% | +39.7% | -49.9% | -21.2% |
| 1Y | -5.8% | +43.2% | -49.0% | -18.2% |
| 3Y | +94.8% | +676.3% | -581.6% | +6.1% |
| 5Y | +31.5% | +891.0% | -859.6% | -36.3% |
| All | +231.7% | +605.9% | -374.3% | +48.0% |
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 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