+530.5%
BX vs SEI
+644.4%
-114.0%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +5.1% | -2.6% | +1.5% |
| 7D | -5.6% | +22.6% | -28.2% | -9.5% |
| 30D | -12.2% | +9.1% | -21.3% | -14.3% |
| 3M | +7.4% | -11.3% | +18.7% | +7.6% |
| 6M | +22.2% | +22.0% | +0.1% | +13.6% |
| YTD | -14.0% | +47.3% | -61.3% | -23.7% |
| 1Y | -27.3% | +124.8% | -152.1% | -41.9% |
| 3Y | +24.5% | +591.3% | -566.7% | -29.7% |
| 5Y | +18.9% | +1,008.2% | -989.3% | -42.9% |
| All | +530.5% | +644.4% | -114.0% | +190.8% |
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