+529.4%
MSCI vs SEI
+647.2%
-117.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +5.8% | -5.2% | +0.1% |
| 7D | -1.1% | +28.2% | -29.3% | -3.2% |
| 30D | -1.2% | +15.5% | -16.6% | -2.6% |
| 3M | -8.4% | -1.4% | -7.0% | -9.3% |
| 6M | -1.0% | +37.4% | -38.5% | -6.0% |
| YTD | -2.3% | +47.8% | -50.1% | -8.4% |
| 1Y | -1.2% | +174.3% | -175.5% | -14.5% |
| 3Y | +7.9% | +598.5% | -590.6% | -22.4% |
| 5Y | -10.1% | +1,026.2% | -1,036.3% | -42.2% |
| All | +529.4% | +647.2% | -117.8% | +283.6% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling