-56.4%
MSTR vs SEI
+105.8%
-162.3%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.4% | -4.8% | -2.3% |
| 7D | +12.2% | +10.2% | +1.9% | +9.2% |
| 30D | +45.2% | -1.0% | +46.2% | +44.3% |
| 3M | +10.4% | -27.9% | +38.3% | +18.5% |
| 6M | -2.5% | +10.4% | -12.9% | -11.2% |
| YTD | -6.0% | +20.1% | -26.2% | -17.5% |
| 1Y | -56.4% | +109.7% | -166.1% | -66.3% |
| All | -56.4% | +105.8% | -162.3% | -66.3% |
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