-24.6%
BA vs SEI
-22.6%
-2.0%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +14.3% | -13.8% | +0.2% |
| 7D | +1.1% | -18.3% | +19.4% | +1.3% |
| 30D | -7.9% | -24.4% | +16.5% | -7.3% |
| 3M | -25.3% | +1.5% | -26.9% | -26.1% |
| 6M | -24.6% | -25.1% | +0.5% | -27.7% |
| All | -24.6% | -22.6% | -2.0% | -27.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling