-30.3%
MOS vs SEI
+684.3%
-714.5%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.1% | +1.8% | +0.8% |
| 7D | -2.0% | +10.5% | -12.4% | -2.3% |
| 30D | +15.3% | -8.0% | +23.3% | +15.2% |
| 3M | +1.5% | +6.7% | -5.2% | +0.3% |
| 6M | -2.0% | -17.0% | +15.1% | -2.1% |
| YTD | -6.5% | +39.7% | -46.2% | -9.7% |
| 1Y | -11.1% | +43.2% | -54.2% | -14.5% |
| 3Y | -30.3% | +676.3% | -706.6% | -43.3% |
| All | -30.3% | +684.3% | -714.5% | -43.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling