+124.5%
MCHP vs SEI
+644.4%
-519.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +5.1% | -1.4% | +2.6% |
| 7D | 0.0% | +22.6% | -22.5% | -4.6% |
| 30D | -6.0% | +9.1% | -15.1% | -8.3% |
| 3M | -19.7% | -11.3% | -8.3% | -18.5% |
| 6M | +14.0% | +22.0% | -8.0% | +7.7% |
| YTD | +18.4% | +47.3% | -28.8% | +6.3% |
| 1Y | +17.1% | +124.8% | -107.7% | -4.6% |
| 3Y | +0.7% | +591.3% | -590.6% | -43.9% |
| 5Y | +5.1% | +1,008.2% | -1,003.1% | -51.7% |
| All | +124.5% | +644.4% | -519.9% | -0.7% |
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 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