+686.9%
SEI vs BBWI
-38.1%
+725.1%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +6.4% | -1.3% | +3.5% |
| 7D | +22.6% | -4.8% | +27.4% | +23.8% |
| 30D | +9.1% | +3.5% | +5.6% | +7.4% |
| 3M | -11.3% | -0.3% | -11.0% | -12.6% |
| 6M | +22.0% | -5.4% | +27.4% | +20.2% |
| YTD | +47.3% | -4.7% | +52.0% | +43.7% |
| 1Y | +124.8% | -30.5% | +155.2% | +135.5% |
| 3Y | +591.3% | -44.3% | +635.6% | +637.4% |
| 5Y | +1,008.2% | -66.9% | +1,075.1% | +1,191.8% |
| All | +686.9% | -38.1% | +725.1% | +468.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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