+175.2%
MAS vs SEI
+537.7%
-362.4%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -16.9% | +22.6% | +7.1% |
| 7D | +14.2% | -16.4% | +30.6% | +15.6% |
| 30D | +26.8% | -22.9% | +49.7% | +28.8% |
| 3M | +13.1% | -0.3% | +13.4% | +11.5% |
| 6M | +27.9% | -22.3% | +50.3% | +28.0% |
| YTD | +38.7% | +26.2% | +12.5% | +30.6% |
| 1Y | +40.4% | +8.2% | +32.2% | +33.9% |
| 3Y | +66.1% | +570.4% | -504.3% | +16.1% |
| 5Y | +47.4% | +713.1% | -665.7% | -4.8% |
| All | +175.2% | +537.7% | -362.4% | +63.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling