+50.7%
BTI vs SEI
+606.2%
-555.5%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +16.3% | -16.7% | -1.3% |
| 7D | -1.4% | +28.8% | -30.2% | -3.0% |
| 30D | -7.0% | +10.4% | -17.4% | -7.8% |
| 3M | -6.3% | -11.4% | +5.1% | -6.3% |
| 6M | -2.0% | +31.2% | -33.2% | -5.1% |
| YTD | +0.2% | +39.7% | -39.5% | -3.8% |
| 1Y | +3.8% | +149.0% | -145.2% | -5.6% |
| 3Y | +112.1% | +560.2% | -448.1% | +62.1% |
| 5Y | +113.6% | +955.7% | -842.1% | +47.8% |
| All | +50.7% | +606.2% | -555.5% | -0.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling