+17.2%
BND vs SEI
+606.2%
-589.0%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +16.3% | -16.4% | -0.1% |
| 7D | +0.1% | +28.8% | -28.7% | +0.2% |
| 30D | -0.4% | +10.4% | -10.7% | -0.3% |
| 3M | -0.2% | -11.4% | +11.2% | -0.2% |
| 6M | -1.2% | +31.2% | -32.4% | -1.1% |
| YTD | -0.3% | +39.7% | -40.0% | -0.2% |
| 1Y | +0.4% | +149.0% | -148.6% | +0.6% |
| 3Y | +13.4% | +560.2% | -546.8% | +13.9% |
| 5Y | -1.5% | +955.7% | -957.2% | -1.0% |
| All | +17.2% | +606.2% | -589.0% | +16.9% |
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