+72.2%
MSFU vs SEI
+623.3%
-551.1%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +16.3% | -18.6% | -4.2% |
| 7D | -3.2% | +28.8% | -32.0% | -6.2% |
| 30D | -3.1% | +10.4% | -13.5% | -4.7% |
| 3M | +35.3% | -11.4% | +46.7% | +34.2% |
| 6M | +31.6% | +31.2% | +0.4% | +23.5% |
| YTD | -9.5% | +39.7% | -49.2% | -16.6% |
| 1Y | -18.4% | +149.0% | -167.4% | -31.5% |
| 3Y | +26.9% | +560.2% | -533.2% | -8.4% |
| All | +72.2% | +623.3% | -551.1% | +15.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling