+494.0%
MA vs SEI
+584.5%
-90.5%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.6% | +0.6% |
| 7D | +1.8% | -10.8% | +12.6% | +2.4% |
| 30D | +11.8% | -19.0% | +30.8% | +13.0% |
| 3M | +17.2% | +5.8% | +11.4% | +14.9% |
| 6M | +33.4% | -14.9% | +48.3% | +32.1% |
| YTD | +16.1% | +35.4% | -19.3% | +7.8% |
| 1Y | +19.9% | +23.9% | -4.0% | +12.0% |
| 3Y | +70.1% | +661.3% | -591.2% | +13.3% |
| 5Y | +89.6% | +822.2% | -732.6% | +15.1% |
| All | +494.0% | +584.5% | -90.5% | +238.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 SEI 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