-2.6%
MSI vs SEI
+147.4%
-150.0%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -5.2% | +6.1% | +0.7% |
| 7D | -1.8% | +20.7% | -22.4% | -1.3% |
| 30D | -0.6% | +9.1% | -9.8% | -0.3% |
| 3M | +13.0% | -6.0% | +19.0% | +13.3% |
| 6M | +0.5% | +18.9% | -18.4% | +0.6% |
| YTD | +21.7% | +40.1% | -18.4% | +22.0% |
| 1Y | -2.6% | +120.6% | -123.2% | -3.7% |
| All | -2.6% | +147.4% | -150.0% | -3.7% |
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 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