+30.0%
MGY vs SEI
+594.6%
-564.6%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +5.1% | -4.9% | -0.5% |
| 7D | +3.5% | +22.6% | -19.0% | +0.7% |
| 30D | +5.3% | +9.1% | -3.8% | +3.7% |
| 3M | +2.6% | -11.3% | +14.0% | +3.2% |
| 6M | -3.3% | +22.0% | -25.3% | -8.4% |
| YTD | +29.2% | +47.3% | -18.1% | +17.2% |
| 1Y | +18.0% | +124.8% | -106.7% | -3.0% |
| 3Y | +30.0% | +591.3% | -561.3% | -21.5% |
| All | +30.0% | +594.6% | -564.6% | -21.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling