-16.8%
MCD vs SEI
+162.2%
-179.0%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +5.8% | -6.7% | -0.5% |
| 7D | -2.9% | +28.2% | -31.1% | -1.1% |
| 30D | -6.7% | +15.5% | -22.2% | -5.6% |
| 3M | -9.6% | -1.4% | -8.2% | -9.0% |
| 6M | -22.3% | +37.4% | -59.7% | -20.0% |
| YTD | -15.4% | +47.8% | -63.3% | -12.1% |
| 1Y | -16.8% | +174.3% | -191.1% | -7.6% |
| All | -16.8% | +162.2% | -179.0% | -7.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling