-59.6%
MSTR vs SEI
+162.2%
-221.8%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +5.8% | -8.6% | -4.2% |
| 7D | +7.7% | +28.2% | -20.5% | +0.4% |
| 30D | +36.3% | +15.5% | +20.9% | +29.8% |
| 3M | +13.4% | -1.4% | +14.8% | +10.6% |
| 6M | -4.5% | +37.4% | -41.9% | -18.5% |
| YTD | -12.7% | +47.8% | -60.5% | -27.9% |
| 1Y | -59.6% | +174.3% | -233.9% | -73.6% |
| All | -59.6% | +162.2% | -221.8% | -73.6% |
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