+113.9%
SEI vs SBAC
-4.6%
+118.5%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -2.8% | -2.4% | -5.8% |
| 7D | +20.7% | -5.3% | +25.9% | +19.4% |
| 30D | +9.1% | +0.4% | +8.7% | +9.2% |
| 3M | -6.0% | -11.9% | +5.9% | -6.2% |
| 6M | +18.9% | -4.5% | +23.4% | +18.3% |
| YTD | +40.1% | -4.3% | +44.5% | +42.7% |
| All | +113.9% | -4.6% | +118.5% | +132.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling