+3.7%
MDLZ vs SEI
+161.0%
-157.3%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +5.8% | -4.5% | +1.7% |
| 7D | 0.0% | +28.2% | -28.3% | +1.9% |
| 30D | +1.4% | +15.5% | -14.0% | +2.6% |
| 3M | 0.0% | -1.4% | +1.4% | +0.9% |
| 6M | +9.1% | +37.4% | -28.3% | +10.7% |
| YTD | +17.9% | +47.8% | -29.9% | +20.8% |
| All | +3.7% | +161.0% | -157.3% | +14.2% |
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