+20.4%
BTDR vs SEI
+999.8%
-979.4%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +5.1% | -1.4% | +2.2% |
| 7D | -3.4% | +22.6% | -26.0% | -9.6% |
| 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% | +43.1% |
| YTD | +6.7% | +47.3% | -40.6% | -4.5% |
| 1Y | -15.2% | +124.8% | -140.0% | -29.8% |
| 3Y | +14.9% | +591.3% | -576.4% | -12.2% |
| All | +20.4% | +999.8% | -979.4% | -7.1% |
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