+36.2%
MOS vs SEI
+606.2%
-570.0%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +16.3% | -13.7% | -1.1% |
| 7D | +7.1% | +28.8% | -21.8% | +0.7% |
| 30D | +15.0% | +10.4% | +4.7% | +11.5% |
| 3M | +24.1% | -11.4% | +35.5% | +24.5% |
| 6M | +2.7% | +31.2% | -28.5% | -7.8% |
| YTD | +12.2% | +39.7% | -27.5% | -2.7% |
| 1Y | -16.3% | +149.0% | -165.3% | -39.8% |
| 3Y | -23.3% | +560.2% | -583.5% | -68.2% |
| 5Y | -4.2% | +955.7% | -959.8% | -69.7% |
| All | +36.2% | +606.2% | -570.0% | -56.4% |
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