+719.8%
MU vs SEI
+105.8%
+613.9%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +3.4% | +2.7% | +4.1% |
| 7D | +9.0% | +10.2% | -1.3% | +3.1% |
| 30D | +13.8% | -1.0% | +14.8% | +13.4% |
| 3M | +2.1% | -27.9% | +30.0% | +21.8% |
| 6M | +153.8% | +10.4% | +143.4% | +148.9% |
| YTD | +256.4% | +20.1% | +236.2% | +233.8% |
| 1Y | +719.8% | +109.7% | +610.0% | +582.6% |
| All | +719.8% | +105.8% | +613.9% | +582.6% |
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