+1,026.2%
SEI vs BUD
+44.7%
+981.5%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -2.2% | +8.0% | +6.2% |
| 7D | +28.2% | -1.3% | +29.6% | +28.5% |
| 30D | +15.5% | -6.1% | +21.6% | +16.8% |
| 3M | -1.4% | -3.8% | +2.4% | -1.2% |
| 6M | +37.4% | +8.2% | +29.2% | +33.3% |
| YTD | +47.8% | +23.6% | +24.2% | +38.2% |
| 1Y | +174.3% | +33.4% | +140.9% | +149.9% |
| 3Y | +598.5% | +45.3% | +553.2% | +509.5% |
| 5Y | +1,026.2% | +44.3% | +981.9% | +885.7% |
| All | +1,026.2% | +44.7% | +981.5% | +885.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling