+71.2%
MSFU vs SEI
+625.4%
-554.2%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.2% | +5.5% | +0.9% |
| 7D | -6.9% | +20.7% | -27.6% | -9.2% |
| 30D | -5.1% | +9.1% | -14.2% | -6.6% |
| 3M | +44.6% | -6.0% | +50.6% | +42.4% |
| 6M | +32.8% | +18.9% | +13.9% | +26.2% |
| YTD | -10.1% | +40.1% | -50.2% | -17.2% |
| 1Y | -19.4% | +120.6% | -140.0% | -31.0% |
| 3Y | +26.2% | +562.1% | -536.0% | -9.0% |
| All | +71.2% | +625.4% | -554.2% | +14.9% |
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