-0.6%
BA vs SEI
+613.6%
-614.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.3% | -1.6% |
| 7D | -0.6% | +27.6% | -28.1% | -5.6% |
| 30D | -8.0% | -17.1% | +9.1% | -6.2% |
| 3M | -25.8% | +4.6% | -30.4% | -28.8% |
| 6M | -27.6% | -15.1% | -12.5% | -28.8% |
| YTD | -21.0% | +41.2% | -62.2% | -32.3% |
| 1Y | -12.3% | +37.5% | -49.8% | -25.0% |
| 3Y | -12.8% | +693.7% | -706.4% | -60.7% |
| 5Y | -22.4% | +901.7% | -924.1% | -71.1% |
| All | -0.6% | +613.6% | -614.2% | -65.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 10y: compounded portfolio wealth divided by compounded SEI 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…
10y analysis · Full analysis span regression · 6 months rolling