+650.8%
MSCI vs SEI
+616.9%
+34.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.7% | -4.0% | +0.4% |
| 7D | -1.9% | +12.4% | -14.3% | -2.9% |
| 30D | +16.5% | -18.3% | +34.7% | +17.5% |
| 3M | +18.2% | +10.4% | +7.8% | +15.8% |
| 6M | +14.0% | -12.9% | +26.9% | +12.8% |
| YTD | +16.6% | +41.8% | -25.2% | +8.6% |
| 1Y | +14.8% | +30.3% | -15.5% | +7.5% |
| 3Y | +33.3% | +697.3% | -664.1% | -6.9% |
| 5Y | +9.1% | +877.0% | -867.9% | -28.9% |
| All | +650.8% | +616.9% | +34.0% | +354.9% |
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