+34.1%
MSCI vs SEI
+565.5%
-531.4%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +14.3% | -16.6% | -2.3% |
| 7D | +2.8% | -18.3% | +21.1% | +2.9% |
| 30D | +15.4% | -24.4% | +39.9% | +15.6% |
| 3M | +13.4% | +1.5% | +11.9% | +13.0% |
| 6M | +10.9% | -25.1% | +36.0% | +11.2% |
| YTD | +13.0% | +26.4% | -13.5% | +9.9% |
| 1Y | +12.0% | +8.9% | +3.1% | +9.6% |
| 3Y | +34.1% | +586.7% | -552.6% | +19.0% |
| All | +34.1% | +565.5% | -531.4% | +19.0% |
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