+53.1%
MMM vs SEI
+605.9%
-552.8%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | +0.1% | -0.9% |
| 7D | -0.4% | +10.5% | -10.8% | -1.4% |
| 30D | +12.1% | -8.0% | +20.2% | +12.0% |
| 3M | +1.4% | +6.7% | -5.3% | -1.0% |
| 6M | +26.6% | -17.0% | +43.6% | +25.8% |
| YTD | +16.8% | +39.7% | -22.8% | +7.9% |
| 1Y | +10.1% | +43.2% | -33.1% | +1.0% |
| 3Y | +158.4% | +676.3% | -517.9% | +72.7% |
| 5Y | +43.1% | +891.0% | -847.9% | -12.4% |
| All | +53.1% | +605.9% | -552.8% | -10.4% |
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