+265.1%
MU vs SEI
+18.6%
+246.6%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -16.9% | +9.9% | +2.1% |
| 7D | -19.1% | -16.4% | -2.7% | -11.6% |
| 30D | -25.2% | -22.9% | -2.4% | -16.3% |
| 3M | -10.9% | -0.3% | -10.6% | -16.9% |
| 6M | +38.0% | -22.3% | +60.3% | +51.1% |
| YTD | +178.8% | +26.2% | +152.7% | +131.9% |
| 1Y | +265.1% | +8.2% | +256.9% | +221.6% |
| All | +265.1% | +18.6% | +246.6% | +221.6% |
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