+141.1%
BP vs SEI
+1,021.5%
-880.5%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +5.8% | -4.0% | +1.0% |
| 7D | +4.0% | +28.2% | -24.3% | +0.5% |
| 30D | +7.8% | +15.5% | -7.6% | +5.4% |
| 3M | +8.4% | -1.4% | +9.7% | +7.0% |
| 6M | +15.1% | +37.4% | -22.4% | +7.2% |
| YTD | +36.4% | +47.8% | -11.4% | +24.6% |
| 1Y | +40.9% | +174.3% | -133.4% | +13.7% |
| 3Y | +38.8% | +598.5% | -559.6% | -21.3% |
| 5Y | +141.1% | +1,026.2% | -885.1% | +7.1% |
| All | +141.1% | +1,021.5% | -880.5% | +7.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling