+197.3%
MKSI vs SEI
+594.6%
-397.2%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +5.1% | -3.0% | +0.4% |
| 7D | +2.7% | +22.6% | -19.9% | -4.5% |
| 30D | -12.8% | +9.1% | -21.9% | -15.8% |
| 3M | -22.5% | -11.3% | -11.2% | -20.1% |
| 6M | +19.4% | +22.0% | -2.6% | +11.6% |
| YTD | +67.7% | +47.3% | +20.4% | +48.1% |
| 1Y | +131.4% | +124.8% | +6.6% | +83.7% |
| 3Y | +197.3% | +591.3% | -393.9% | +69.1% |
| All | +197.3% | +594.6% | -397.2% | +69.1% |
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