+14.5%
MDB vs SEI
+105.8%
-91.3%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +3.4% | -7.5% | -4.3% |
| 7D | -17.4% | +10.2% | -27.7% | -17.9% |
| 30D | -2.0% | -1.0% | -1.0% | -2.1% |
| 3M | -3.0% | -27.9% | +24.9% | -1.3% |
| 6M | +48.7% | +10.4% | +38.3% | +40.6% |
| YTD | -12.1% | +20.1% | -32.3% | -18.5% |
| 1Y | +14.5% | +109.7% | -95.2% | -2.0% |
| All | +14.5% | +105.8% | -91.3% | -2.0% |
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