+61.7%
MAS vs SEI
+482.3%
-420.6%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -12.3% | +8.9% | -3.1% |
| 7D | +4.6% | -26.9% | +31.4% | +5.3% |
| 30D | +19.9% | -36.6% | +56.5% | +21.2% |
| 3M | +8.9% | -8.9% | +17.7% | +8.2% |
| 6M | +20.2% | -33.0% | +53.1% | +20.4% |
| YTD | +33.9% | +10.6% | +23.2% | +30.5% |
| 1Y | +34.7% | -4.7% | +39.3% | +32.0% |
| All | +61.7% | +482.3% | -420.6% | +38.3% |
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