+150.5%
MP vs SEI
+692.8%
-542.3%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.5% | +2.4% | +2.1% |
| 7D | +11.0% | +27.6% | -16.6% | +4.5% |
| 30D | -11.7% | -17.1% | +5.4% | -8.8% |
| 3M | -30.8% | +4.6% | -35.4% | -33.2% |
| 6M | -42.9% | -15.1% | -27.8% | -42.5% |
| YTD | -25.9% | +41.2% | -67.0% | -33.4% |
| 1Y | -37.3% | +37.5% | -74.8% | -43.5% |
| All | +150.5% | +692.8% | -542.3% | +52.7% |
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