+445.3%
MP vs SEI
+832.1%
-386.8%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.4% | -2.0% | +0.5% |
| 7D | -2.9% | +10.2% | -13.1% | -5.4% |
| 30D | +13.8% | -1.0% | +14.8% | +13.8% |
| 3M | -16.7% | -27.9% | +11.2% | -10.0% |
| 6M | -11.5% | +10.4% | -21.9% | -14.3% |
| YTD | +7.9% | +20.1% | -12.2% | +1.6% |
| 1Y | -15.0% | +109.7% | -124.8% | -30.0% |
| 3Y | +153.5% | +458.6% | -305.1% | +37.8% |
| 5Y | +58.7% | +775.3% | -716.6% | -27.6% |
| All | +445.3% | +832.1% | -386.8% | +122.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling