+17.9%
MOS vs SEI
+592.7%
-574.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +8.4% | -6.5% | +0.1% |
| 7D | +19.7% | -4.3% | +23.9% | +18.8% |
| 30D | +21.5% | -18.0% | +39.6% | +23.8% |
| 3M | -0.4% | +8.2% | -8.7% | -6.4% |
| 6M | +4.5% | -13.9% | +18.4% | +1.5% |
| YTD | -2.9% | +37.0% | -39.9% | -18.3% |
| 1Y | -7.7% | +24.5% | -32.2% | -21.4% |
| 3Y | -25.6% | +681.1% | -706.7% | -72.1% |
| 5Y | -31.2% | +787.5% | -818.6% | -77.4% |
| All | +17.9% | +592.7% | -574.8% | -63.4% |
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