+8.2%
SEI vs BUD
+38.4%
-30.1%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.9% | +3.1% | -20.0% | -15.0% |
| 7D | -16.4% | +3.3% | -19.7% | -14.1% |
| 30D | -22.9% | +11.8% | -34.7% | -18.5% |
| 3M | -0.3% | -1.1% | +0.8% | +2.7% |
| 6M | -22.3% | +14.9% | -37.2% | -20.1% |
| YTD | +26.2% | +32.6% | -6.4% | +35.4% |
| 1Y | +8.2% | +37.2% | -29.0% | +14.8% |
| All | +8.2% | +38.4% | -30.1% | +14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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