+21.5%
BX vs SEI
+560.9%
-539.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -5.2% | +2.4% | -2.1% |
| 7D | -8.9% | +20.7% | -29.6% | -11.6% |
| 30D | -14.8% | +9.1% | -23.9% | -16.3% |
| 3M | +6.9% | -6.0% | +12.9% | +6.2% |
| 6M | +16.3% | +18.9% | -2.7% | +10.1% |
| YTD | -16.1% | +40.1% | -56.2% | -23.3% |
| 1Y | -26.8% | +120.6% | -147.4% | -38.9% |
| All | +21.5% | +560.9% | -539.3% | -24.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling