+954.7%
SEI vs BR
+8.0%
+946.7%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.3% | +5.4% | +5.1% |
| 7D | +22.6% | -3.0% | +25.6% | +22.7% |
| 30D | +9.1% | -0.3% | +9.4% | +8.9% |
| 3M | -11.3% | +17.3% | -28.6% | -13.2% |
| 6M | +22.0% | -6.7% | +28.7% | +25.4% |
| YTD | +47.3% | -23.4% | +70.7% | +60.3% |
| 1Y | +124.8% | -32.7% | +157.4% | +156.3% |
| 3Y | +591.3% | -5.9% | +597.2% | +607.8% |
| All | +954.7% | +8.0% | +946.7% | +886.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling