+77.1%
MSI vs SEI
+684.3%
-607.1%
-27.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.2% | +0.2% |
| 7D | +3.2% | +10.5% | -7.2% | +3.1% |
| 30D | +17.6% | -8.0% | +25.6% | +17.6% |
| 3M | +14.5% | +6.7% | +7.8% | +14.2% |
| 6M | +34.3% | -17.0% | +51.3% | +34.5% |
| YTD | +39.7% | +39.7% | +0.1% | +37.3% |
| 1Y | +40.2% | +43.2% | -3.0% | +37.6% |
| 3Y | +77.1% | +676.3% | -599.2% | +62.0% |
| All | +77.1% | +684.3% | -607.1% | +62.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling