+3.0%
MCHP vs SEI
+999.8%
-996.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +5.1% | -1.4% | +2.7% |
| 7D | 0.0% | +22.6% | -22.5% | -3.9% |
| 30D | -6.0% | +9.1% | -15.1% | -7.9% |
| 3M | -19.7% | -11.3% | -8.3% | -18.8% |
| 6M | +14.0% | +22.0% | -8.0% | +9.1% |
| YTD | +18.4% | +47.3% | -28.8% | +8.9% |
| 1Y | +17.1% | +124.8% | -107.7% | +0.2% |
| 3Y | +0.7% | +591.3% | -590.6% | -34.9% |
| All | +3.0% | +999.8% | -996.8% | -38.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling