-26.4%
BA vs SEI
+889.7%
-916.2%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.0% | +0.1% |
| 7D | -1.1% | +10.5% | -11.6% | -2.2% |
| 30D | -7.1% | -8.0% | +0.9% | -7.1% |
| 3M | -25.5% | +6.7% | -32.3% | -27.4% |
| 6M | -28.7% | -17.0% | -11.7% | -29.1% |
| YTD | -21.0% | +39.7% | -60.7% | -27.5% |
| 1Y | -11.9% | +43.2% | -55.0% | -19.7% |
| 3Y | -16.2% | +676.3% | -692.5% | -45.8% |
| All | -26.4% | +889.7% | -916.2% | -62.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling