+410.8%
MA vs SEI
+647.2%
-236.3%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.8% | -6.4% | -1.1% |
| 7D | -3.5% | +28.2% | -31.7% | -5.9% |
| 30D | +0.8% | +15.5% | -14.7% | -0.9% |
| 3M | +14.8% | -1.4% | +16.2% | +13.6% |
| 6M | +10.0% | +37.4% | -27.4% | +4.0% |
| YTD | -0.1% | +47.8% | -47.9% | -7.0% |
| 1Y | -2.2% | +174.3% | -176.5% | -16.7% |
| 3Y | +39.3% | +598.5% | -559.2% | -4.4% |
| 5Y | +66.3% | +1,026.2% | -959.9% | -1.3% |
| All | +410.8% | +647.2% | -236.3% | +192.1% |
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