+124.8%
SEI vs BTG
+25.2%
+99.5%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.4% | +4.7% | +5.0% |
| 7D | +22.6% | -3.8% | +26.3% | +24.0% |
| 30D | +9.1% | +3.6% | +5.5% | +7.5% |
| 3M | -11.3% | +32.0% | -43.4% | -20.6% |
| 6M | +22.0% | +3.4% | +18.7% | +18.6% |
| YTD | +47.3% | +20.8% | +26.5% | +31.8% |
| 1Y | +124.8% | +22.4% | +102.3% | +94.1% |
| All | +124.8% | +25.2% | +99.5% | +94.1% |
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