+1,438.8%
MOD vs SEI
+606.2%
+832.6%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +16.3% | -17.5% | -6.5% |
| 7D | +6.3% | +28.8% | -22.5% | -2.8% |
| 30D | -1.7% | +10.4% | -12.0% | -5.6% |
| 3M | -30.1% | -11.4% | -18.7% | -28.2% |
| 6M | +2.7% | +31.2% | -28.5% | -7.6% |
| YTD | +44.1% | +39.7% | +4.4% | +25.8% |
| 1Y | +38.7% | +149.0% | -110.2% | +0.5% |
| 3Y | +309.8% | +560.2% | -250.4% | +98.0% |
| 5Y | +1,569.7% | +955.7% | +614.0% | +522.4% |
| All | +1,438.8% | +606.2% | +832.6% | +497.1% |
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 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