+33.2%
BN vs SEI
+1,021.5%
-988.3%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +5.8% | -7.7% | -2.8% |
| 7D | -3.0% | +28.2% | -31.2% | -6.8% |
| 30D | -13.0% | +15.5% | -28.5% | -15.3% |
| 3M | -15.2% | -1.4% | -13.9% | -16.4% |
| 6M | -5.9% | +37.4% | -43.3% | -13.0% |
| YTD | -15.8% | +47.8% | -63.6% | -23.8% |
| 1Y | -12.2% | +174.3% | -186.5% | -29.5% |
| 3Y | +72.2% | +598.5% | -526.3% | +7.2% |
| 5Y | +33.2% | +1,026.2% | -993.0% | -27.7% |
| All | +33.2% | +1,021.5% | -988.3% | -27.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling