+118.0%
BP vs SEI
+605.9%
-487.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +2.0% | +1.1% |
| 7D | +3.8% | +10.5% | -6.6% | +1.7% |
| 30D | -5.3% | -8.0% | +2.7% | -5.0% |
| 3M | +9.3% | +6.7% | +2.5% | +4.8% |
| 6M | +7.2% | -17.0% | +24.2% | +6.2% |
| YTD | +38.0% | +39.7% | -1.6% | +18.7% |
| 1Y | +33.2% | +43.2% | -10.0% | +12.8% |
| 3Y | +50.3% | +676.3% | -626.1% | -34.6% |
| 5Y | +114.1% | +891.0% | -776.9% | -20.3% |
| All | +118.0% | +605.9% | -487.9% | -22.4% |
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 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