+48.0%
BAX vs SEI
+18.6%
+29.4%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -16.9% | +20.9% | +3.4% |
| 7D | +4.1% | -16.4% | +20.5% | +3.6% |
| 30D | +9.4% | -22.9% | +32.3% | +8.8% |
| 3M | -6.5% | -0.3% | -6.2% | -6.7% |
| 6M | +59.6% | -22.3% | +81.9% | +56.9% |
| YTD | +38.9% | +26.2% | +12.7% | +35.2% |
| 1Y | +48.0% | +8.2% | +39.8% | +43.5% |
| All | +48.0% | +18.6% | +29.4% | +43.5% |
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