+174.8%
MS vs SEI
+668.7%
-493.9%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +8.4% | -5.3% | +1.9% |
| 7D | +0.7% | -4.3% | +5.0% | +0.7% |
| 30D | -0.9% | -18.0% | +17.1% | +0.9% |
| 3M | -13.0% | +8.2% | -21.2% | -15.6% |
| 6M | -2.0% | -13.9% | +11.9% | -2.7% |
| YTD | +7.8% | +37.0% | -29.3% | -1.4% |
| 1Y | +17.9% | +24.5% | -6.6% | +8.8% |
| 3Y | +174.8% | +681.1% | -506.3% | +85.0% |
| All | +174.8% | +668.7% | -493.9% | +85.0% |
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