+207.5%
BN vs SEI
+608.3%
-400.8%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.2% | +4.0% | -0.3% |
| 7D | -5.9% | +20.7% | -26.5% | -9.4% |
| 30D | -15.1% | +9.1% | -24.2% | -17.0% |
| 3M | -14.6% | -6.0% | -8.6% | -15.4% |
| 6M | -8.4% | +18.9% | -27.4% | -14.2% |
| YTD | -16.8% | +40.1% | -56.9% | -25.4% |
| 1Y | -14.4% | +120.6% | -135.0% | -30.9% |
| 3Y | +70.1% | +562.1% | -492.0% | -2.1% |
| 5Y | +33.5% | +954.5% | -920.9% | -35.2% |
| All | +207.5% | +608.3% | -400.8% | +40.1% |
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 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