+3,503.6%
MU vs SEI
+507.3%
+2,996.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +3.4% | +2.7% | +5.1% |
| 7D | +9.0% | +10.2% | -1.3% | +5.9% |
| 30D | +13.8% | -1.0% | +14.8% | +13.8% |
| 3M | +2.1% | -27.9% | +30.0% | +13.0% |
| 6M | +153.8% | +10.4% | +143.4% | +150.3% |
| YTD | +256.4% | +20.1% | +236.2% | +242.5% |
| 1Y | +719.8% | +109.7% | +610.0% | +584.1% |
| 3Y | +1,360.4% | +458.6% | +901.7% | +785.9% |
| 5Y | +1,312.4% | +775.3% | +537.1% | +596.1% |
| All | +3,503.6% | +507.3% | +2,996.3% | +1,673.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling