+1,530.3%
MOD vs SEI
+770.7%
+759.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +3.4% | +0.9% | +3.2% |
| 7D | +9.6% | +10.2% | -0.7% | +6.2% |
| 30D | 0.0% | -1.0% | +1.1% | +0.1% |
| 3M | -35.4% | -27.9% | -7.4% | -29.1% |
| 6M | -7.3% | +10.4% | -17.7% | -10.5% |
| YTD | +45.8% | +20.1% | +25.7% | +36.1% |
| 1Y | +43.1% | +109.7% | -66.6% | +14.7% |
| 3Y | +297.7% | +458.6% | -161.0% | +142.1% |
| All | +1,530.3% | +770.7% | +759.7% | +729.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling