+954.7%
SEI vs BRKR
-39.7%
+994.5%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -11.8% |
| 6M | +22.0% | +45.5% | -23.5% | +11.8% |
| YTD | +47.3% | +13.7% | +33.6% | +40.9% |
| 1Y | +124.8% | +67.4% | +57.3% | +100.8% |
| 3Y | +591.3% | -13.2% | +604.5% | +548.8% |
| All | +954.7% | -39.7% | +994.5% | +749.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling