+18.4%
BX vs SEI
+999.8%
-981.4%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +5.1% | -2.6% | +1.6% |
| 7D | -5.6% | +22.6% | -28.2% | -9.0% |
| 30D | -12.2% | +9.1% | -21.3% | -14.0% |
| 3M | +7.4% | -11.3% | +18.7% | +7.8% |
| 6M | +22.2% | +22.0% | +0.1% | +14.6% |
| YTD | -14.0% | +47.3% | -61.3% | -22.7% |
| 1Y | -27.3% | +124.8% | -152.1% | -40.6% |
| 3Y | +24.5% | +591.3% | -566.7% | -26.1% |
| All | +18.4% | +999.8% | -981.4% | -37.5% |
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