+560.5%
MS vs SEI
+606.2%
-45.7%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +16.3% | -17.0% | -4.0% |
| 7D | +2.5% | +28.8% | -26.4% | -3.1% |
| 30D | 0.0% | +10.4% | -10.4% | -2.7% |
| 3M | +2.4% | -11.4% | +13.9% | +3.1% |
| 6M | +36.4% | +31.2% | +5.2% | +24.9% |
| YTD | +23.8% | +39.7% | -15.9% | +10.8% |
| 1Y | +48.6% | +149.0% | -100.3% | +14.9% |
| 3Y | +179.1% | +560.2% | -381.0% | +51.5% |
| 5Y | +144.8% | +955.7% | -810.9% | +6.7% |
| All | +560.5% | +606.2% | -45.7% | +175.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling