+27.5%
MSI vs SEI
+18.6%
+9.0%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -16.9% | +18.1% | +0.8% |
| 7D | +2.8% | -16.4% | +19.2% | +2.4% |
| 30D | +9.1% | -22.9% | +32.0% | +8.7% |
| 3M | +12.5% | -0.3% | +12.8% | +12.6% |
| 6M | +14.2% | -22.3% | +36.5% | +14.6% |
| YTD | +30.7% | +26.2% | +4.6% | +29.0% |
| 1Y | +27.5% | +8.2% | +19.3% | +27.1% |
| All | +27.5% | +18.6% | +9.0% | +27.1% |
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