+72.1%
MA vs SEI
+668.7%
-596.6%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +8.4% | -7.9% | +0.5% |
| 7D | -0.3% | -4.3% | +3.9% | -0.4% |
| 30D | +11.3% | -18.0% | +29.4% | +11.4% |
| 3M | +16.7% | +8.2% | +8.4% | +16.4% |
| 6M | +32.8% | -13.9% | +46.6% | +32.5% |
| YTD | +15.6% | +37.0% | -21.4% | +13.2% |
| 1Y | +19.6% | +24.5% | -4.9% | +17.3% |
| 3Y | +72.1% | +681.1% | -609.0% | +62.1% |
| All | +72.1% | +668.7% | -596.6% | +62.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling