-19.6%
MSFU vs SEI
+105.8%
-125.4%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +3.4% | -7.6% | -4.4% |
| 7D | -5.7% | +10.2% | -15.9% | -6.3% |
| 30D | +4.2% | -1.0% | +5.2% | +4.0% |
| 3M | +27.9% | -27.9% | +55.8% | +24.0% |
| 6M | +37.1% | +10.4% | +26.7% | +29.9% |
| YTD | -7.4% | +20.1% | -27.5% | -13.6% |
| 1Y | -19.6% | +109.7% | -129.3% | -28.1% |
| All | -19.6% | +105.8% | -125.4% | -28.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling