+19.6%
BTDR vs SEI
+786.1%
-766.5%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +5.1% | -1.4% | +2.2% |
| 7D | -3.4% | +22.6% | -26.0% | -9.5% |
| 30D | +32.6% | +9.1% | +23.5% | +28.2% |
| 3M | -32.2% | -11.3% | -20.9% | -30.7% |
| 6M | +52.4% | +22.0% | +30.3% | +43.2% |
| YTD | +6.7% | +47.3% | -40.6% | -4.3% |
| 1Y | -15.2% | +124.8% | -140.0% | -29.6% |
| 3Y | +14.9% | +591.3% | -576.4% | -12.0% |
| 5Y | +20.8% | +1,008.2% | -987.4% | -7.4% |
| All | +19.6% | +786.1% | -766.5% | -8.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling