+646.6%
SEI vs BEN
+30.0%
+616.6%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.3% | -0.2% | +16.5% | +16.4% |
| 7D | +28.8% | +4.7% | +24.2% | +25.2% |
| 30D | +10.4% | +2.6% | +7.7% | +8.6% |
| 3M | -11.4% | +11.5% | -22.9% | -17.1% |
| 6M | +31.2% | +35.3% | -4.1% | +8.5% |
| YTD | +39.7% | +48.6% | -8.9% | +8.4% |
| 1Y | +149.0% | +46.7% | +102.3% | +94.0% |
| 3Y | +560.2% | +57.0% | +503.2% | +379.3% |
| 5Y | +955.7% | +41.8% | +913.9% | +683.4% |
| All | +646.6% | +30.0% | +616.6% | +363.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling