-16.3%
MOS vs SEI
+139.3%
-155.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +16.3% | -13.7% | +2.0% |
| 7D | +7.1% | +28.8% | -21.8% | +6.1% |
| 30D | +15.0% | +10.4% | +4.7% | +14.4% |
| 3M | +24.1% | -11.4% | +35.5% | +24.5% |
| 6M | +2.7% | +31.2% | -28.5% | +2.3% |
| YTD | +12.2% | +39.7% | -27.5% | +10.7% |
| 1Y | -16.3% | +149.0% | -165.3% | -21.5% |
| All | -16.3% | +139.3% | -155.6% | -21.5% |
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