-20.3%
BROS vs SEI
+18.6%
-38.8%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -16.9% | +17.9% | +1.7% |
| 7D | +2.5% | -16.4% | +18.9% | +3.1% |
| 30D | +15.1% | -22.9% | +38.0% | +16.0% |
| 3M | -31.4% | -0.3% | -31.1% | -32.4% |
| 6M | -22.6% | -22.3% | -0.3% | -22.5% |
| YTD | -28.1% | +26.2% | -54.3% | -33.4% |
| 1Y | -20.3% | +8.2% | -28.5% | -25.6% |
| All | -20.3% | +18.6% | -38.8% | -25.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling