+39.3%
MDT vs SEI
+644.4%
-605.1%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +5.1% | -5.8% | -1.0% |
| 7D | -3.4% | +22.6% | -26.0% | -4.7% |
| 30D | +0.2% | +9.1% | -8.9% | -0.5% |
| 3M | +14.3% | -11.3% | +25.6% | +14.4% |
| 6M | +4.0% | +22.0% | -18.0% | +1.3% |
| YTD | -3.7% | +47.3% | -50.9% | -7.9% |
| 1Y | -0.4% | +124.8% | -125.1% | -8.5% |
| 3Y | +23.3% | +591.3% | -568.0% | -5.1% |
| 5Y | -18.9% | +1,008.2% | -1,027.1% | -44.0% |
| All | +39.3% | +644.4% | -605.1% | -6.0% |
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