+686.9%
SEI vs BIDU
-50.9%
+737.9%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.9% | +4.2% | +4.9% |
| 7D | +22.6% | -8.1% | +30.7% | +24.9% |
| 30D | +9.1% | -12.8% | +21.9% | +12.5% |
| 3M | -11.3% | -21.3% | +9.9% | -6.3% |
| 6M | +22.0% | -27.0% | +49.0% | +30.7% |
| YTD | +47.3% | -30.0% | +77.3% | +59.8% |
| 1Y | +124.8% | -18.3% | +143.0% | +134.4% |
| 3Y | +591.3% | -33.8% | +625.1% | +631.6% |
| 5Y | +1,008.2% | -44.3% | +1,052.5% | +1,042.1% |
| All | +686.9% | -50.9% | +737.9% | +618.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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