+426.2%
BTSG vs SEI
+767.6%
-341.4%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -5.2% | -1.4% | -6.0% |
| 7D | -5.8% | +20.7% | -26.4% | -8.0% |
| 30D | 0.0% | +9.1% | -9.1% | -1.3% |
| 3M | -4.5% | -6.0% | +1.5% | -4.8% |
| 6M | +40.0% | +18.9% | +21.1% | +35.0% |
| YTD | +54.6% | +40.1% | +14.4% | +45.8% |
| 1Y | +106.1% | +120.6% | -14.5% | +83.5% |
| All | +426.2% | +767.6% | -341.4% | +304.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling