+127.0%
MP vs SEI
+565.5%
-438.5%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +14.3% | -9.3% | +1.5% |
| 7D | -10.5% | -18.3% | +7.8% | -6.6% |
| 30D | -23.5% | -24.4% | +0.9% | -19.3% |
| 3M | -25.4% | +1.5% | -27.0% | -27.5% |
| 6M | -51.3% | -25.1% | -26.1% | -49.4% |
| YTD | -29.9% | +26.4% | -56.4% | -35.3% |
| 1Y | -31.8% | +8.9% | -40.8% | -35.6% |
| 3Y | +127.0% | +586.7% | -459.7% | +41.3% |
| All | +127.0% | +565.5% | -438.5% | +41.3% |
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