+555.8%
SEI vs BUD
+47.7%
+508.1%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.3% | -0.8% | +17.1% | +16.3% |
| 7D | +28.8% | +0.8% | +28.1% | +28.8% |
| 30D | +10.4% | -4.8% | +15.2% | +10.6% |
| 3M | -11.4% | +1.4% | -12.8% | -11.8% |
| 6M | +31.2% | +9.9% | +21.3% | +29.0% |
| YTD | +39.7% | +26.3% | +13.4% | +35.2% |
| 1Y | +149.0% | +36.1% | +112.8% | +137.7% |
| All | +555.8% | +47.7% | +508.1% | +505.6% |
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