+49.0%
BP vs SEI
+692.8%
-643.8%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.7% | +1.3% |
| 7D | +2.5% | +27.6% | -25.1% | +0.9% |
| 30D | -5.6% | -17.1% | +11.5% | -4.8% |
| 3M | +8.0% | +4.6% | +3.5% | +6.9% |
| 6M | +5.7% | -15.1% | +20.7% | +5.5% |
| YTD | +36.8% | +41.2% | -4.3% | +30.5% |
| 1Y | +30.7% | +37.5% | -6.8% | +24.6% |
| All | +49.0% | +692.8% | -643.8% | +12.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling