+267.3%
MP vs SEI
+1,000.3%
-733.0%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.7% | -4.0% | -0.5% |
| 7D | +2.3% | +12.4% | -10.1% | -1.0% |
| 30D | -15.3% | -18.3% | +3.0% | -12.0% |
| 3M | -33.5% | +10.4% | -43.9% | -37.0% |
| 6M | -45.5% | -12.9% | -32.6% | -45.3% |
| YTD | -27.3% | +41.8% | -69.1% | -36.0% |
| 1Y | -40.7% | +30.3% | -71.0% | -47.0% |
| 3Y | +145.9% | +697.3% | -551.5% | +18.3% |
| 5Y | -13.9% | +877.0% | -890.9% | -62.9% |
| All | +267.3% | +1,000.3% | -733.0% | +40.2% |
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