+261.9%
MNST vs SEI
+608.3%
-346.4%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -5.2% | +5.8% | +0.9% |
| 7D | -2.2% | +20.7% | -22.9% | -3.4% |
| 30D | -5.4% | +9.1% | -14.5% | -6.0% |
| 3M | -5.5% | -6.0% | +0.5% | -5.8% |
| 6M | +12.4% | +18.9% | -6.6% | +9.9% |
| YTD | +12.4% | +40.1% | -27.7% | +8.3% |
| 1Y | +37.2% | +120.6% | -83.5% | +26.8% |
| 3Y | +52.9% | +562.1% | -509.3% | +21.4% |
| 5Y | +79.7% | +954.5% | -874.8% | +29.6% |
| All | +261.9% | +608.3% | -346.4% | +155.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling