+143.1%
MCD vs SEI
+584.5%
-441.3%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.4% | +0.3% |
| 7D | +7.3% | -10.8% | +18.1% | +7.4% |
| 30D | +20.0% | -19.0% | +39.0% | +20.3% |
| 3M | +3.8% | +5.8% | -2.0% | +3.1% |
| 6M | +3.8% | -14.9% | +18.6% | +3.5% |
| YTD | -5.9% | +35.4% | -41.3% | -8.3% |
| 1Y | -3.2% | +23.9% | -27.1% | -5.5% |
| 3Y | +13.3% | +661.3% | -648.0% | -6.3% |
| 5Y | +25.2% | +822.2% | -797.0% | -1.8% |
| All | +143.1% | +584.5% | -441.3% | +83.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling