+676.3%
SEI vs BUD
+49.6%
+626.8%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.1% | -2.2% | -0.9% |
| 7D | +10.5% | +1.0% | +9.4% | +10.7% |
| 30D | -8.0% | +6.7% | -14.7% | -7.1% |
| 3M | +6.7% | +5.7% | +1.0% | +7.9% |
| 6M | -17.0% | +5.8% | -22.8% | -16.4% |
| YTD | +39.7% | +34.4% | +5.3% | +36.7% |
| 1Y | +43.2% | +33.3% | +9.9% | +40.1% |
| 3Y | +676.3% | +48.8% | +627.5% | +578.7% |
| All | +676.3% | +49.6% | +626.8% | +578.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling