-11.5%
BA vs SEI
+22.6%
-34.1%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +8.4% | -9.0% | -1.0% |
| 7D | -1.7% | -4.3% | +2.5% | -1.8% |
| 30D | -9.5% | -18.0% | +8.6% | -8.8% |
| 3M | -26.5% | +8.2% | -34.7% | -27.5% |
| 6M | -27.4% | -13.9% | -13.5% | -28.1% |
| YTD | -20.6% | +37.0% | -57.6% | -25.0% |
| All | -11.5% | +22.6% | -34.1% | -17.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling