+557.7%
SEI vs BBWI
-48.6%
+606.3%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -1.5% | -3.7% | -4.9% |
| 7D | +20.7% | -8.0% | +28.7% | +22.4% |
| 30D | +9.1% | -6.6% | +15.7% | +9.9% |
| 3M | -6.0% | -2.7% | -3.3% | -6.8% |
| 6M | +18.9% | -12.8% | +31.7% | +19.9% |
| YTD | +40.1% | -10.5% | +50.6% | +39.0% |
| 1Y | +120.6% | -35.3% | +156.0% | +137.2% |
| All | +557.7% | -48.6% | +606.3% | +598.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling