+209.8%
MGY vs SEI
+663.3%
-453.5%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.2% | +4.9% | +1.3% |
| 7D | +1.8% | +20.7% | -18.8% | -4.6% |
| 30D | +6.5% | +9.1% | -2.6% | +2.4% |
| 3M | +0.3% | -6.0% | +6.3% | -2.0% |
| 6M | -2.4% | +18.9% | -21.3% | -14.4% |
| YTD | +29.0% | +40.1% | -11.1% | +3.8% |
| 1Y | +17.0% | +120.6% | -103.6% | -23.9% |
| 3Y | +26.2% | +562.1% | -536.0% | -61.2% |
| 5Y | +92.3% | +954.5% | -862.1% | -56.3% |
| All | +209.8% | +663.3% | -453.5% | -22.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling