+20.1%
MUB vs SEI
+507.3%
-487.2%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.4% | -3.4% | 0.0% |
| 7D | -0.9% | +10.2% | -11.1% | -0.9% |
| 30D | -1.4% | -1.0% | -0.4% | -1.4% |
| 3M | -2.2% | -27.9% | +25.8% | -2.1% |
| 6M | -1.9% | +10.4% | -12.3% | -2.0% |
| YTD | -0.8% | +20.1% | -20.9% | -0.9% |
| 1Y | +2.7% | +109.7% | -107.0% | +2.3% |
| 3Y | +8.6% | +458.6% | -450.0% | +7.2% |
| 5Y | +2.0% | +775.3% | -773.2% | 0.0% |
| All | +20.1% | +507.3% | -487.2% | +15.9% |
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