+47.9%
MMM vs SEI
+785.5%
-737.5%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.2% | +1.6% | +0.5% |
| 7D | +7.0% | -10.8% | +17.8% | +7.4% |
| 30D | +18.4% | -19.0% | +37.4% | +19.3% |
| 3M | +4.5% | +5.8% | -1.3% | +2.8% |
| 6M | +33.4% | -14.9% | +48.3% | +32.6% |
| YTD | +20.0% | +35.4% | -15.5% | +13.8% |
| 1Y | +15.0% | +23.9% | -8.9% | +9.6% |
| 3Y | +165.0% | +661.3% | -496.3% | +99.8% |
| 5Y | +47.9% | +822.2% | -774.3% | +7.5% |
| All | +47.9% | +785.5% | -737.5% | +7.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling