+748.8%
MOD vs SEI
+613.6%
+135.2%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | -0.1% | -0.4% |
| 7D | +16.1% | +27.6% | -11.5% | +6.8% |
| 30D | -38.5% | -17.1% | -21.4% | -34.4% |
| 3M | -46.8% | +4.6% | -51.4% | -48.1% |
| 6M | -61.6% | -15.1% | -46.5% | -60.1% |
| YTD | -20.5% | +41.2% | -61.7% | -31.1% |
| 1Y | -28.0% | +37.5% | -65.6% | -36.8% |
| 3Y | +134.9% | +693.7% | -558.7% | +7.3% |
| 5Y | +833.2% | +901.7% | -68.6% | +255.3% |
| All | +748.8% | +613.6% | +135.2% | +227.3% |
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