+34.9%
MAS vs SEI
+10.1%
+24.8%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +14.3% | -16.2% | -1.6% |
| 7D | +2.0% | -18.3% | +20.2% | +1.7% |
| 30D | +19.4% | -24.4% | +43.8% | +19.3% |
| 3M | +9.4% | +1.5% | +7.9% | +8.6% |
| 6M | +15.3% | -25.1% | +40.5% | +14.4% |
| YTD | +31.3% | +26.4% | +4.9% | +27.7% |
| 1Y | +34.9% | +8.9% | +25.9% | +32.5% |
| All | +34.9% | +10.1% | +24.8% | +32.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling