+63.9%
BSX vs SEI
+644.4%
-580.6%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.1% | -5.4% | -0.8% |
| 7D | -10.1% | +22.6% | -32.7% | -12.0% |
| 30D | -16.4% | +9.1% | -25.5% | -17.4% |
| 3M | -8.9% | -11.3% | +2.5% | -8.8% |
| 6M | -38.3% | +22.0% | -60.3% | -40.6% |
| YTD | -54.9% | +47.3% | -102.2% | -57.7% |
| 1Y | -58.8% | +124.8% | -183.6% | -63.5% |
| 3Y | -21.2% | +591.3% | -612.5% | -44.1% |
| 5Y | -3.3% | +1,008.2% | -1,011.5% | -40.4% |
| All | +63.9% | +644.4% | -580.6% | -3.0% |
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