+228.8%
MU vs SEI
+35.9%
+193.0%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.1% | -1.5% | -1.9% |
| 7D | +12.8% | +10.5% | +2.3% | +6.9% |
| 30D | -14.9% | -8.0% | -6.8% | -12.2% |
| 3M | -18.0% | +6.7% | -24.8% | -25.7% |
| 6M | -3.1% | -17.0% | +13.9% | +2.5% |
| YTD | +172.9% | +39.7% | +133.2% | +112.1% |
| 1Y | +228.8% | +43.2% | +185.7% | +148.2% |
| All | +228.8% | +35.9% | +193.0% | +148.2% |
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