+646.6%
SEI vs BLDR
+326.3%
+320.3%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.3% | -4.9% | +21.2% | +17.8% |
| 7D | +28.8% | -0.3% | +29.2% | +28.7% |
| 30D | +10.4% | -16.2% | +26.6% | +15.7% |
| 3M | -11.4% | -14.4% | +3.0% | -8.7% |
| 6M | +31.2% | -32.8% | +64.0% | +44.7% |
| YTD | +39.7% | -39.2% | +78.9% | +57.8% |
| 1Y | +149.0% | -57.7% | +206.7% | +213.8% |
| 3Y | +560.2% | -55.3% | +615.4% | +659.6% |
| 5Y | +955.7% | +15.6% | +940.1% | +687.1% |
| All | +646.6% | +326.3% | +320.3% | +210.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling