+23.0%
MMM vs SEI
+18.6%
+4.4%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | -16.9% | +26.5% | +9.3% |
| 7D | +12.2% | -16.4% | +28.7% | +11.9% |
| 30D | +18.8% | -22.9% | +41.7% | +18.6% |
| 3M | +7.4% | -0.3% | +7.6% | +6.4% |
| 6M | +38.3% | -22.3% | +60.6% | +37.8% |
| YTD | +22.9% | +26.2% | -3.3% | +18.5% |
| 1Y | +23.0% | +8.2% | +14.8% | +19.1% |
| All | +23.0% | +18.6% | +4.4% | +19.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling