-34.0%
BROS vs SEI
+134.3%
-168.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +5.1% | -4.0% | +0.7% |
| 7D | -5.8% | +22.6% | -28.3% | -7.3% |
| 30D | -14.0% | +9.1% | -23.0% | -14.7% |
| 3M | -32.5% | -11.3% | -21.2% | -32.1% |
| 6M | -14.9% | +22.0% | -36.9% | -18.2% |
| YTD | -28.3% | +47.3% | -75.6% | -32.4% |
| 1Y | -34.0% | +124.8% | -158.7% | -41.3% |
| All | -34.0% | +134.3% | -168.3% | -41.3% |
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