+563.0%
SEI vs BAM
+71.9%
+491.1%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.3% | -3.4% | +19.7% | +18.8% |
| 7D | +28.8% | -1.6% | +30.4% | +29.8% |
| 30D | +10.4% | -6.0% | +16.3% | +14.2% |
| 3M | -11.4% | +7.3% | -18.8% | -18.0% |
| 6M | +31.2% | +8.2% | +23.0% | +19.3% |
| YTD | +39.7% | -3.8% | +43.6% | +38.7% |
| 1Y | +149.0% | -10.7% | +159.7% | +164.6% |
| 3Y | +560.2% | +55.3% | +504.8% | +409.4% |
| All | +563.0% | +71.9% | +491.1% | +377.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling