+120.6%
SEI vs BUD
+33.5%
+87.1%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.4% | -4.8% | -5.4% |
| 7D | +20.7% | -3.2% | +23.9% | +19.3% |
| 30D | +9.1% | -3.7% | +12.8% | +8.0% |
| 3M | -6.0% | -4.4% | -1.6% | -6.9% |
| 6M | +18.9% | +7.7% | +11.2% | +18.1% |
| YTD | +40.1% | +23.1% | +17.1% | +56.3% |
| 1Y | +120.6% | +33.6% | +87.0% | +172.0% |
| All | +120.6% | +33.5% | +87.1% | +172.0% |
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