+686.9%
SEI vs BLDR
+311.2%
+375.7%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.4% | +2.7% | +4.4% |
| 7D | +22.6% | -8.2% | +30.8% | +25.5% |
| 30D | +9.1% | -16.6% | +25.7% | +14.7% |
| 3M | -11.3% | -23.2% | +11.8% | -5.4% |
| 6M | +22.0% | -33.7% | +55.8% | +35.2% |
| YTD | +47.3% | -41.3% | +88.6% | +68.1% |
| 1Y | +124.8% | -58.8% | +183.6% | +185.5% |
| 3Y | +591.3% | -57.5% | +648.7% | +708.4% |
| 5Y | +1,008.2% | +12.9% | +995.3% | +731.4% |
| All | +686.9% | +311.2% | +375.7% | +231.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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