+686.9%
SEI vs BB
-18.0%
+704.9%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.7% | +3.4% | +4.7% |
| 7D | +22.6% | -0.4% | +23.0% | +22.8% |
| 30D | +9.1% | -12.5% | +21.6% | +12.1% |
| 3M | -11.3% | -17.4% | +6.1% | -8.1% |
| 6M | +22.0% | +119.1% | -97.1% | +3.4% |
| YTD | +47.3% | +102.4% | -55.1% | +26.6% |
| 1Y | +124.8% | +98.2% | +26.6% | +93.7% |
| 3Y | +591.3% | +46.9% | +544.3% | +503.1% |
| 5Y | +1,008.2% | -26.4% | +1,034.6% | +949.3% |
| All | +686.9% | -18.0% | +704.9% | +442.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 10y: compounded portfolio wealth divided by compounded BB 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…
10y analysis · Full analysis span regression · 6 months rolling