+893.4%
MU vs SEI
+787.5%
+105.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +8.4% | -2.1% | +3.7% |
| 7D | -12.0% | -4.3% | -7.8% | -10.9% |
| 30D | -28.7% | -18.0% | -10.7% | -25.0% |
| 3M | -16.4% | +8.2% | -24.7% | -19.9% |
| 6M | -1.8% | -13.9% | +12.1% | +1.2% |
| YTD | +157.1% | +37.0% | +120.0% | +136.2% |
| 1Y | +208.5% | +24.5% | +184.0% | +188.7% |
| 3Y | +906.2% | +681.1% | +225.1% | +573.2% |
| 5Y | +893.4% | +787.5% | +105.9% | +534.1% |
| All | +893.4% | +787.5% | +105.9% | +534.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling