+557.7%
SEI vs BLDR
-58.1%
+615.8%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -3.9% | -1.3% | -4.5% |
| 7D | +20.7% | -8.1% | +28.8% | +22.2% |
| 30D | +9.1% | -21.5% | +30.6% | +13.6% |
| 3M | -6.0% | -21.0% | +15.0% | -2.6% |
| 6M | +18.9% | -37.1% | +56.0% | +28.1% |
| YTD | +40.1% | -42.7% | +82.8% | +53.1% |
| 1Y | +120.6% | -58.0% | +178.6% | +154.5% |
| All | +557.7% | -58.1% | +615.8% | +621.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling