+10.5%
MO vs SEI
+105.8%
-95.4%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.4% | -4.3% | -0.5% |
| 7D | +0.3% | +10.2% | -9.9% | +1.5% |
| 30D | +0.6% | -1.0% | +1.7% | +0.7% |
| 3M | -1.0% | -27.9% | +26.9% | -1.7% |
| 6M | +4.3% | +10.4% | -6.0% | +7.1% |
| YTD | +23.3% | +20.1% | +3.1% | +27.9% |
| 1Y | +10.5% | +109.7% | -99.3% | +20.5% |
| All | +10.5% | +105.8% | -95.4% | +20.5% |
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 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