+9.1%
MDB vs SEI
+134.3%
-125.2%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +5.1% | -8.2% | -3.3% |
| 7D | -1.8% | +22.6% | -24.4% | -2.7% |
| 30D | -17.3% | +9.1% | -26.4% | -17.5% |
| 3M | +2.2% | -11.3% | +13.5% | +3.1% |
| 6M | +33.9% | +22.0% | +11.8% | +27.1% |
| YTD | -13.7% | +47.3% | -61.0% | -21.5% |
| 1Y | +9.1% | +124.8% | -115.7% | -12.6% |
| All | +9.1% | +134.3% | -125.2% | -12.6% |
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