+591.3%
SEI vs BRKR
-11.8%
+603.0%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.2% | +5.3% | +5.1% |
| 7D | +22.6% | -8.7% | +31.2% | +24.3% |
| 30D | +9.1% | -9.9% | +18.9% | +10.8% |
| 3M | -11.3% | -3.1% | -8.2% | -11.9% |
| 6M | +22.0% | +45.5% | -23.5% | +11.7% |
| YTD | +47.3% | +13.7% | +33.6% | +41.0% |
| 1Y | +124.8% | +67.4% | +57.3% | +101.4% |
| 3Y | +591.3% | -13.2% | +604.5% | +514.5% |
| All | +591.3% | -11.8% | +603.0% | +514.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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