+76.3%
MSFU vs SEI
+522.0%
-445.6%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +3.4% | -7.6% | -4.6% |
| 7D | -5.7% | +10.2% | -15.9% | -6.8% |
| 30D | +4.2% | -1.0% | +5.2% | +3.9% |
| 3M | +27.9% | -27.9% | +55.8% | +30.1% |
| 6M | +37.1% | +10.4% | +26.7% | +31.6% |
| YTD | -7.4% | +20.1% | -27.5% | -13.0% |
| 1Y | -19.6% | +109.7% | -129.3% | -31.0% |
| 3Y | +33.2% | +458.6% | -425.4% | -1.8% |
| All | +76.3% | +522.0% | -445.6% | +20.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling