+343.6%
BNY vs SEI
+644.4%
-300.8%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.1% | -5.1% | -0.7% |
| 7D | -1.3% | +22.6% | -23.9% | -4.7% |
| 30D | -0.2% | +9.1% | -9.3% | -2.0% |
| 3M | +14.9% | -11.3% | +26.3% | +15.3% |
| 6M | +40.0% | +22.0% | +18.0% | +32.1% |
| YTD | +42.0% | +47.3% | -5.3% | +28.7% |
| 1Y | +56.9% | +124.8% | -67.9% | +30.4% |
| 3Y | +289.9% | +591.3% | -301.4% | +135.4% |
| 5Y | +259.2% | +1,008.2% | -749.0% | +82.7% |
| All | +343.6% | +644.4% | -300.8% | +119.4% |
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