+120.6%
SEI vs BAM
-12.8%
+133.4%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -1.0% | -4.2% | -4.7% |
| 7D | +20.7% | -6.1% | +26.7% | +23.7% |
| 30D | +9.1% | -13.8% | +23.0% | +16.7% |
| 3M | -6.0% | +4.4% | -10.4% | -10.7% |
| 6M | +18.9% | +6.4% | +12.5% | +8.9% |
| YTD | +40.1% | -7.1% | +47.2% | +43.6% |
| 1Y | +120.6% | -11.8% | +132.4% | +143.9% |
| All | +120.6% | -12.8% | +133.4% | +143.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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