+1,065.8%
MDB vs SEI
+479.7%
+586.1%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -5.2% | +9.5% | +4.9% |
| 7D | -2.8% | +20.7% | -23.4% | -5.2% |
| 30D | -14.9% | +9.1% | -24.0% | -16.3% |
| 3M | +7.3% | -6.0% | +13.3% | +6.5% |
| 6M | +38.2% | +18.9% | +19.2% | +31.5% |
| YTD | -10.9% | +40.1% | -51.0% | -17.7% |
| 1Y | +11.6% | +120.6% | -109.0% | -3.9% |
| 3Y | -0.9% | +562.1% | -563.0% | -30.7% |
| 5Y | -23.5% | +954.5% | -978.0% | -51.2% |
| All | +1,065.8% | +479.7% | +586.1% | +658.8% |
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 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