+635.3%
MU vs SEI
+161.0%
+474.3%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +5.8% | -3.1% | -0.5% |
| 7D | +7.5% | +28.2% | -20.7% | -7.9% |
| 30D | +19.4% | +15.5% | +3.9% | +7.9% |
| 3M | +9.8% | -1.4% | +11.2% | +9.9% |
| 6M | +164.1% | +37.4% | +126.7% | +124.3% |
| YTD | +260.3% | +47.8% | +212.5% | +191.4% |
| All | +635.3% | +161.0% | +474.3% | +378.6% |
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