-7.7%
MDB vs SEI
+18.6%
-26.3%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -16.9% | +14.8% | -0.9% |
| 7D | -16.5% | -16.4% | -0.1% | -15.6% |
| 30D | -8.6% | -22.9% | +14.3% | -7.5% |
| 3M | -13.6% | -0.3% | -13.3% | -13.0% |
| 6M | +24.1% | -22.3% | +46.4% | +25.8% |
| YTD | -21.8% | +26.2% | -47.9% | -28.3% |
| 1Y | -7.7% | +8.2% | -15.9% | -13.2% |
| All | -7.7% | +18.6% | -26.3% | -13.2% |
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