+1,319.3%
MU vs SEI
+924.7%
+394.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +16.3% | -17.9% | -6.3% |
| 7D | +7.2% | +28.8% | -21.7% | -0.9% |
| 30D | +14.0% | +10.4% | +3.6% | +9.9% |
| 3M | +5.4% | -11.4% | +16.8% | +8.8% |
| 6M | +170.3% | +31.2% | +139.1% | +154.0% |
| YTD | +250.7% | +39.7% | +210.9% | +224.1% |
| 1Y | +662.1% | +149.0% | +513.1% | +525.3% |
| 3Y | +1,341.2% | +560.2% | +781.0% | +884.8% |
| 5Y | +1,319.3% | +955.7% | +363.7% | +780.6% |
| All | +1,319.3% | +924.7% | +394.7% | +780.6% |
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 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