-1.8%
BA vs SEI
+471.5%
-473.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.4% | -2.6% | +0.5% |
| 7D | +1.2% | +10.2% | -9.1% | +0.1% |
| 30D | -11.6% | -1.0% | -10.6% | -11.7% |
| 3M | -2.4% | -27.9% | +25.5% | 0.0% |
| 6M | -6.6% | +10.4% | -17.0% | -9.1% |
| YTD | -2.2% | +20.1% | -22.4% | -6.3% |
| 1Y | -8.0% | +109.7% | -117.7% | -18.3% |
| All | -1.8% | +471.5% | -473.3% | -23.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling