+5.4%
MOD vs SEI
+35.9%
-30.5%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +27.9% | -1.1% | +28.9% | +28.4% |
| 7D | +40.4% | +10.5% | +30.0% | +33.7% |
| 30D | -14.0% | -8.0% | -6.0% | -10.6% |
| 3M | -33.3% | +6.7% | -40.1% | -36.4% |
| 6M | -51.4% | -17.0% | -34.4% | -48.5% |
| YTD | +1.6% | +39.7% | -38.1% | -20.5% |
| 1Y | +5.4% | +43.2% | -37.8% | -19.7% |
| All | +5.4% | +35.9% | -30.5% | -19.7% |
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