+686.9%
SEI vs BR
+179.7%
+507.3%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.3% | +5.4% | +5.2% |
| 7D | +22.6% | -3.0% | +25.6% | +23.6% |
| 30D | +9.1% | -0.3% | +9.4% | +8.6% |
| 3M | -11.3% | +17.3% | -28.6% | -18.0% |
| 6M | +22.0% | -6.7% | +28.7% | +23.3% |
| YTD | +47.3% | -23.4% | +70.7% | +61.4% |
| 1Y | +124.8% | -32.7% | +157.4% | +161.7% |
| 3Y | +591.3% | -5.9% | +597.2% | +576.6% |
| 5Y | +1,008.2% | +8.4% | +999.8% | +877.2% |
| All | +686.9% | +179.7% | +507.3% | +284.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling