+109.7%
SEI vs BR
-29.1%
+138.8%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -3.4% | +6.8% | +0.5% |
| 7D | +10.2% | -5.3% | +15.5% | +5.4% |
| 30D | -1.0% | +6.4% | -7.5% | +5.1% |
| 3M | -27.9% | +13.6% | -41.6% | -15.2% |
| 6M | +10.4% | -6.7% | +17.1% | +14.6% |
| YTD | +20.1% | -21.1% | +41.2% | +14.1% |
| 1Y | +109.7% | -29.6% | +139.3% | +91.9% |
| All | +109.7% | -29.1% | +138.8% | +91.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 1y: compounded portfolio wealth divided by compounded BR 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…
1y analysis · Full analysis span regression · 6 months rolling