+676.3%
SEI vs BB
+147.9%
+528.4%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.4% | +1.3% | -0.4% |
| 7D | +10.5% | +1.8% | +8.6% | +10.0% |
| 30D | -8.0% | +8.1% | -16.2% | -10.0% |
| 3M | +6.7% | -1.0% | +7.7% | +6.5% |
| 6M | -17.0% | +45.9% | -62.9% | -24.5% |
| YTD | +39.7% | +134.8% | -95.2% | +11.4% |
| 1Y | +43.2% | +104.6% | -61.4% | +17.8% |
| 3Y | +676.3% | +152.8% | +523.5% | +455.5% |
| All | +676.3% | +147.9% | +528.4% | +455.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling