-10.5%
MDB vs SEI
+696.4%
-707.0%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +4.7% | -2.9% | +1.3% |
| 7D | +3.0% | +12.4% | -9.5% | +1.5% |
| 30D | -11.3% | -18.3% | +6.9% | -10.0% |
| 3M | -23.0% | +10.4% | -33.4% | -24.5% |
| 6M | +14.8% | -12.9% | +27.6% | +14.4% |
| YTD | -19.4% | +41.8% | -61.3% | -25.7% |
| 1Y | -9.0% | +30.3% | -39.3% | -15.5% |
| All | -10.5% | +696.4% | -707.0% | -23.5% |
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