+173.4%
MPC vs SEI
+471.5%
-298.1%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.4% | -3.1% | 0.0% |
| 7D | +5.4% | +10.2% | -4.8% | +4.6% |
| 30D | +31.0% | -1.0% | +32.0% | +30.9% |
| 3M | +46.0% | -27.9% | +74.0% | +48.8% |
| 6M | +77.3% | +10.4% | +66.9% | +72.9% |
| YTD | +141.9% | +20.1% | +121.8% | +132.6% |
| 1Y | +120.9% | +109.7% | +11.2% | +98.5% |
| All | +173.4% | +471.5% | -298.1% | +114.0% |
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