+954.7%
SEI vs BWA
+87.2%
+867.5%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.5% | +3.6% | +4.4% |
| 7D | +22.6% | -1.3% | +23.9% | +23.2% |
| 30D | +9.1% | -2.9% | +12.0% | +10.6% |
| 3M | -11.3% | -10.7% | -0.6% | -6.4% |
| 6M | +22.0% | +26.5% | -4.4% | +9.5% |
| YTD | +47.3% | +49.1% | -1.8% | +18.7% |
| 1Y | +124.8% | +52.1% | +72.7% | +79.4% |
| 3Y | +591.3% | +72.6% | +518.7% | +391.0% |
| All | +954.7% | +87.2% | +867.5% | +593.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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