+191.7%
MPC vs SEI
+668.7%
-476.9%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +8.4% | -3.8% | +3.9% |
| 7D | -9.4% | -4.3% | -5.1% | -9.2% |
| 30D | -14.3% | -18.0% | +3.7% | -13.4% |
| 3M | +31.1% | +8.2% | +22.9% | +29.3% |
| 6M | +60.3% | -13.9% | +74.1% | +59.6% |
| YTD | +142.5% | +37.0% | +105.5% | +129.7% |
| 1Y | +104.6% | +24.5% | +80.1% | +94.9% |
| 3Y | +191.7% | +681.1% | -489.3% | +126.1% |
| All | +191.7% | +668.7% | -476.9% | +126.1% |
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