-16.6%
BX vs SEI
+105.8%
-122.5%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.4% | -4.6% | -1.4% |
| 7D | -4.4% | +10.2% | -14.6% | -5.3% |
| 30D | +0.1% | -1.0% | +1.1% | -0.1% |
| 3M | +16.0% | -27.9% | +43.9% | +19.2% |
| 6M | +21.6% | +10.4% | +11.2% | +16.5% |
| YTD | -8.9% | +20.1% | -29.0% | -14.2% |
| 1Y | -16.6% | +109.7% | -126.3% | -29.9% |
| All | -16.6% | +105.8% | -122.5% | -29.9% |
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 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