+525.8%
MSCI vs SEI
+606.2%
-80.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +16.3% | -20.1% | -5.1% |
| 7D | -2.1% | +28.8% | -30.9% | -4.2% |
| 30D | -1.7% | +10.4% | -12.1% | -2.8% |
| 3M | -8.2% | -11.4% | +3.2% | -8.3% |
| 6M | -2.4% | +31.2% | -33.6% | -7.0% |
| YTD | -2.8% | +39.7% | -42.5% | -8.5% |
| 1Y | -2.7% | +149.0% | -151.6% | -15.0% |
| 3Y | +7.3% | +560.2% | -552.9% | -22.5% |
| 5Y | -11.4% | +955.7% | -967.1% | -42.7% |
| All | +525.8% | +606.2% | -80.4% | +283.2% |
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