+10.1%
MMM vs SEI
+35.9%
-25.8%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | +0.1% | -1.0% |
| 7D | -0.4% | +10.5% | -10.8% | -0.3% |
| 30D | +12.1% | -8.0% | +20.2% | +12.0% |
| 3M | +1.4% | +6.7% | -5.3% | +0.7% |
| 6M | +26.6% | -17.0% | +43.6% | +26.6% |
| YTD | +16.8% | +39.7% | -22.8% | +11.8% |
| 1Y | +10.1% | +43.2% | -33.1% | +5.1% |
| All | +10.1% | +35.9% | -25.8% | +5.1% |
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