-2.4%
MGY vs SEI
+30.8%
-33.2%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.2% | +4.9% | -0.5% |
| 7D | +1.8% | +20.7% | -18.8% | +2.5% |
| 30D | +6.5% | +9.1% | -2.6% | +6.8% |
| 3M | +0.3% | -6.0% | +6.3% | +0.3% |
| 6M | -2.4% | +18.9% | -21.3% | +0.9% |
| All | -2.4% | +30.8% | -33.2% | +0.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling