-29.7%
MOD vs SEI
+32.3%
-62.0%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.7% | -1.2% | +1.1% |
| 7D | +8.2% | +12.4% | -4.2% | +1.8% |
| 30D | -38.2% | -18.3% | -19.9% | -32.0% |
| 3M | -46.2% | +10.4% | -56.7% | -49.7% |
| 6M | -62.5% | -12.9% | -49.7% | -61.1% |
| YTD | -20.1% | +41.8% | -61.9% | -39.2% |
| 1Y | -29.7% | +30.3% | -60.0% | -42.2% |
| All | -29.7% | +32.3% | -62.0% | -42.2% |
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