+648.8%
SEI vs BUD
-23.4%
+672.2%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.4% | -4.8% | -5.0% |
| 7D | +20.7% | -3.2% | +23.9% | +22.4% |
| 30D | +9.1% | -3.7% | +12.8% | +10.6% |
| 3M | -6.0% | -4.4% | -1.6% | -5.2% |
| 6M | +18.9% | +7.7% | +11.2% | +12.3% |
| YTD | +40.1% | +23.1% | +17.1% | +23.0% |
| 1Y | +120.6% | +33.6% | +87.0% | +84.1% |
| 3Y | +562.1% | +44.7% | +517.4% | +407.7% |
| 5Y | +954.5% | +44.9% | +909.5% | +676.6% |
| All | +648.8% | -23.4% | +672.2% | +556.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling