+41.0%
MAS vs SEI
+706.3%
-665.4%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +14.3% | -16.2% | -2.5% |
| 7D | +2.0% | -18.3% | +20.2% | +2.6% |
| 30D | +19.4% | -24.4% | +43.8% | +20.3% |
| 3M | +9.4% | +1.5% | +7.9% | +8.3% |
| 6M | +15.3% | -25.1% | +40.5% | +15.4% |
| YTD | +31.3% | +26.4% | +4.9% | +26.8% |
| 1Y | +34.9% | +8.9% | +25.9% | +31.1% |
| 3Y | +58.6% | +586.7% | -528.1% | +27.2% |
| All | +41.0% | +706.3% | -665.4% | +12.0% |
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