+87.6%
MDLZ vs SEI
+616.9%
-529.3%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.7% | -4.5% | +0.1% |
| 7D | -1.0% | +12.4% | -13.4% | -1.4% |
| 30D | +7.9% | -18.3% | +26.2% | +8.4% |
| 3M | +8.9% | +10.4% | -1.5% | +8.0% |
| 6M | +10.5% | -12.9% | +23.4% | +10.1% |
| YTD | +27.1% | +41.8% | -14.7% | +23.1% |
| 1Y | +20.9% | +30.3% | -9.4% | +17.3% |
| 3Y | +5.5% | +697.3% | -691.8% | -14.3% |
| 5Y | +22.2% | +877.0% | -854.7% | -5.8% |
| All | +87.6% | +616.9% | -529.3% | +37.1% |
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