+109.7%
SEI vs BTG
+38.4%
+71.3%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -1.4% | +4.8% | +3.9% |
| 7D | +10.2% | -0.9% | +11.1% | +10.4% |
| 30D | -1.0% | +36.8% | -37.9% | -12.1% |
| 3M | -27.9% | +23.1% | -51.0% | -33.7% |
| 6M | +10.4% | +3.5% | +6.9% | +7.5% |
| YTD | +20.1% | +25.5% | -5.3% | +5.5% |
| 1Y | +109.7% | +40.1% | +69.6% | +70.7% |
| All | +109.7% | +38.4% | +71.3% | +70.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 1y: compounded portfolio wealth divided by compounded BTG 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…
1y analysis · Full analysis span regression · 6 months rolling