+51.0%
BTI vs SEI
+644.4%
-593.4%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +5.1% | -4.4% | +0.4% |
| 7D | -0.2% | +22.6% | -22.8% | -1.5% |
| 30D | -1.1% | +9.1% | -10.2% | -1.8% |
| 3M | -8.8% | -11.3% | +2.6% | -8.6% |
| 6M | -4.0% | +22.0% | -26.0% | -6.5% |
| YTD | +0.4% | +47.3% | -46.9% | -4.0% |
| 1Y | +1.9% | +124.8% | -122.8% | -6.4% |
| 3Y | +108.5% | +591.3% | -482.8% | +59.0% |
| 5Y | +118.5% | +1,008.2% | -889.7% | +50.8% |
| All | +51.0% | +644.4% | -593.4% | -0.8% |
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