+210.4%
MGY vs SEI
+702.2%
-491.8%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +5.1% | -4.9% | -1.4% |
| 7D | +3.5% | +22.6% | -19.0% | -3.5% |
| 30D | +5.3% | +9.1% | -3.8% | +1.2% |
| 3M | +2.6% | -11.3% | +14.0% | +2.7% |
| 6M | -3.3% | +22.0% | -25.3% | -15.9% |
| YTD | +29.2% | +47.3% | -18.1% | +2.3% |
| 1Y | +18.0% | +124.8% | -106.7% | -23.6% |
| 3Y | +30.0% | +591.3% | -561.3% | -60.5% |
| 5Y | +92.7% | +1,008.2% | -915.5% | -56.9% |
| All | +210.4% | +702.2% | -491.8% | -23.4% |
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