+646.6%
SEI vs SBAC
+63.4%
+583.2%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.3% | -0.4% | +16.7% | +16.3% |
| 7D | +28.8% | -0.1% | +28.9% | +28.8% |
| 30D | +10.4% | +3.2% | +7.1% | +9.9% |
| 3M | -11.4% | -5.1% | -6.4% | -11.1% |
| 6M | +31.2% | -2.1% | +33.3% | +30.6% |
| YTD | +39.7% | -0.5% | +40.2% | +38.6% |
| 1Y | +149.0% | +1.1% | +147.8% | +146.2% |
| 3Y | +560.2% | -7.4% | +567.6% | +546.6% |
| 5Y | +955.7% | -44.3% | +1,000.0% | +1,049.6% |
| All | +646.6% | +63.4% | +583.2% | +489.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded SBAC 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling