+22.0%
BA vs SEI
+606.2%
-584.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +16.3% | -17.0% | -4.2% |
| 7D | +2.5% | +28.8% | -26.4% | -3.3% |
| 30D | -10.1% | +10.4% | -20.5% | -12.5% |
| 3M | -2.4% | -11.4% | +9.0% | -2.0% |
| 6M | -8.8% | +31.2% | -40.0% | -17.4% |
| YTD | -2.9% | +39.7% | -42.7% | -14.5% |
| 1Y | -8.8% | +149.0% | -157.7% | -31.9% |
| 3Y | -0.3% | +560.2% | -560.4% | -51.4% |
| 5Y | -0.3% | +955.7% | -956.0% | -62.9% |
| All | +22.0% | +606.2% | -584.2% | -55.8% |
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