-2.5%
BSX vs SEI
+946.5%
-949.0%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -5.2% | +1.1% | -3.9% |
| 7D | -8.2% | +20.7% | -28.9% | -9.0% |
| 30D | -15.8% | +9.1% | -24.9% | -16.2% |
| 3M | -10.8% | -6.0% | -4.8% | -11.1% |
| 6M | -38.4% | +18.9% | -57.3% | -39.4% |
| YTD | -54.8% | +40.1% | -94.9% | -55.9% |
| 1Y | -59.0% | +120.6% | -179.7% | -61.2% |
| 3Y | -20.0% | +562.1% | -582.1% | -30.5% |
| All | -2.5% | +946.5% | -949.0% | -21.9% |
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 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