+43.5%
MAS vs SEI
+606.4%
-562.9%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -12.3% | +8.9% | -2.9% |
| 7D | +4.6% | -26.9% | +31.4% | +5.7% |
| 30D | +19.9% | -36.6% | +56.5% | +21.8% |
| 3M | +8.9% | -8.9% | +17.7% | +8.2% |
| 6M | +20.2% | -33.0% | +53.1% | +20.8% |
| YTD | +33.9% | +10.6% | +23.2% | +30.0% |
| 1Y | +34.7% | -4.7% | +39.3% | +31.7% |
| 3Y | +60.4% | +487.9% | -427.6% | +29.6% |
| 5Y | +43.5% | +615.7% | -572.2% | +14.6% |
| All | +43.5% | +606.4% | -562.9% | +14.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling