+2,659.4%
MU vs SEI
+605.9%
+2,053.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.1% | -1.5% | -2.2% |
| 7D | +12.8% | +10.5% | +2.3% | +9.7% |
| 30D | -14.9% | -8.0% | -6.8% | -13.0% |
| 3M | -18.0% | +6.7% | -24.8% | -21.0% |
| 6M | -3.1% | -17.0% | +13.9% | +1.1% |
| YTD | +172.9% | +39.7% | +133.2% | +147.1% |
| 1Y | +228.8% | +43.2% | +185.7% | +195.8% |
| 3Y | +950.8% | +676.3% | +274.5% | +477.3% |
| 5Y | +931.3% | +891.0% | +40.2% | +384.8% |
| All | +2,659.4% | +605.9% | +2,053.4% | +1,179.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling