+110.7%
MCK vs SEI
+594.6%
-483.8%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.1% | -5.0% | +0.3% |
| 7D | -2.9% | +22.6% | -25.5% | -2.1% |
| 30D | +0.4% | +9.1% | -8.7% | +0.9% |
| 3M | +12.1% | -11.3% | +23.4% | +12.5% |
| 6M | -5.4% | +22.0% | -27.5% | -4.4% |
| YTD | +7.8% | +47.3% | -39.5% | +9.6% |
| 1Y | +22.9% | +124.8% | -101.8% | +26.5% |
| 3Y | +110.7% | +591.3% | -480.5% | +128.3% |
| All | +110.7% | +594.6% | -483.8% | +128.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling