+225.7%
BN vs SEI
+507.3%
-281.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.4% | -3.7% | -0.9% |
| 7D | -2.5% | +10.2% | -12.7% | -4.2% |
| 30D | -9.5% | -1.0% | -8.5% | -9.7% |
| 3M | -10.4% | -27.9% | +17.5% | -6.6% |
| 6M | -6.4% | +10.4% | -16.8% | -10.9% |
| YTD | -11.9% | +20.1% | -32.0% | -18.4% |
| 1Y | -8.6% | +109.7% | -118.3% | -25.6% |
| 3Y | +77.6% | +458.6% | -381.1% | +5.9% |
| 5Y | +37.0% | +775.3% | -738.3% | -30.8% |
| All | +225.7% | +507.3% | -281.5% | +53.2% |
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