-20.7%
MDLN vs SEI
+53.0%
-73.7%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +5.1% | -4.7% | +0.7% |
| 7D | -11.1% | +22.6% | -33.7% | -9.8% |
| 30D | -8.4% | +9.1% | -17.5% | -7.6% |
| 3M | -12.4% | -11.3% | -1.1% | -12.7% |
| 6M | -23.3% | +22.0% | -45.3% | -22.0% |
| YTD | -22.5% | +47.3% | -69.8% | -14.1% |
| All | -20.7% | +53.0% | -73.7% | -6.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling