+557.2%
BX vs SEI
+606.2%
-49.0%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +16.3% | -17.9% | -4.6% |
| 7D | -2.0% | +28.8% | -30.8% | -6.8% |
| 30D | -2.3% | +10.4% | -12.7% | -4.8% |
| 3M | +18.5% | -11.4% | +29.9% | +18.6% |
| 6M | +23.7% | +31.2% | -7.5% | +13.3% |
| YTD | -10.4% | +39.7% | -50.1% | -19.6% |
| 1Y | -19.6% | +149.0% | -168.5% | -37.2% |
| 3Y | +30.8% | +560.2% | -529.4% | -25.5% |
| 5Y | +24.3% | +955.7% | -931.3% | -39.7% |
| All | +557.2% | +606.2% | -49.0% | +206.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling