-10.8%
MDLN vs SEI
+24.8%
-35.6%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.4% | -3.4% | +0.2% |
| 7D | +3.7% | +10.2% | -6.5% | +4.2% |
| 30D | -0.2% | -1.0% | +0.8% | -0.1% |
| 3M | +6.2% | -27.9% | +34.1% | +4.3% |
| 6M | -14.7% | +10.4% | -25.1% | -13.4% |
| YTD | -12.9% | +20.1% | -33.0% | -4.7% |
| All | -10.8% | +24.8% | -35.6% | +3.2% |
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