+2.6%
MUB vs SEI
+889.7%
-887.1%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.1% | +0.7% | -0.4% |
| 7D | -1.3% | +10.5% | -11.7% | -1.3% |
| 30D | +2.2% | -8.0% | +10.2% | +2.2% |
| 3M | -1.6% | +6.7% | -8.4% | -1.6% |
| 6M | -1.3% | -17.0% | +15.8% | -1.3% |
| YTD | -0.7% | +39.7% | -40.3% | -0.6% |
| 1Y | -0.2% | +43.2% | -43.4% | -0.1% |
| 3Y | +9.6% | +676.3% | -666.7% | +10.4% |
| All | +2.6% | +889.7% | -887.1% | +3.8% |
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