+591.3%
SEI vs BR
-5.3%
+596.6%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.3% | +5.4% | +5.1% |
| 7D | +22.6% | -3.0% | +25.6% | +22.2% |
| 30D | +9.1% | -0.3% | +9.4% | +9.0% |
| 3M | -11.3% | +17.3% | -28.6% | -10.7% |
| 6M | +22.0% | -6.7% | +28.7% | +29.0% |
| YTD | +47.3% | -23.4% | +70.7% | +68.9% |
| 1Y | +124.8% | -32.7% | +157.4% | +177.7% |
| 3Y | +591.3% | -5.9% | +597.2% | +579.3% |
| All | +591.3% | -5.3% | +596.6% | +579.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling