-10.1%
BA vs SEI
+565.5%
-575.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +14.3% | -13.8% | -0.7% |
| 7D | +1.1% | -18.3% | +19.4% | +2.5% |
| 30D | -7.9% | -24.4% | +16.5% | -6.3% |
| 3M | -25.3% | +1.5% | -26.9% | -26.5% |
| 6M | -24.6% | -25.1% | +0.5% | -24.2% |
| YTD | -20.1% | +26.4% | -46.6% | -24.7% |
| 1Y | -11.8% | +8.9% | -20.7% | -15.9% |
| 3Y | -10.1% | +586.7% | -596.8% | -29.6% |
| All | -10.1% | +565.5% | -575.6% | -29.6% |
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