+686.9%
SEI vs BEN
+26.2%
+660.7%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | 0.0% | +5.1% | +5.1% |
| 7D | +22.6% | -3.1% | +25.7% | +24.9% |
| 30D | +9.1% | +0.2% | +8.9% | +8.9% |
| 3M | -11.3% | +6.8% | -18.2% | -14.9% |
| 6M | +22.0% | +38.1% | -16.1% | -0.2% |
| YTD | +47.3% | +44.3% | +2.9% | +16.3% |
| 1Y | +124.8% | +42.6% | +82.2% | +78.2% |
| 3Y | +591.3% | +52.3% | +539.0% | +411.2% |
| 5Y | +1,008.2% | +37.6% | +970.6% | +737.4% |
| All | +686.9% | +26.2% | +660.7% | +397.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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