-9.3%
MCD vs SEI
+35.9%
-45.2%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | -0.7% |
| 7D | -1.6% | +10.5% | -12.1% | -0.8% |
| 30D | +14.1% | -8.0% | +22.1% | +13.9% |
| 3M | +0.6% | +6.7% | -6.1% | +1.9% |
| 6M | 0.0% | -17.0% | +17.0% | +0.2% |
| YTD | -9.3% | +39.7% | -48.9% | -6.0% |
| 1Y | -9.3% | +43.2% | -52.5% | -5.7% |
| All | -9.3% | +35.9% | -45.2% | -5.7% |
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