+475.1%
MULL vs SEI
+18.6%
+456.5%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | -16.9% | +3.1% | +4.4% |
| 7D | -35.9% | -16.4% | -19.5% | -23.0% |
| 30D | -47.3% | -22.9% | -24.4% | -33.2% |
| 3M | -30.6% | -0.3% | -30.3% | -40.1% |
| 6M | +13.7% | -22.3% | +36.0% | +54.6% |
| YTD | +272.1% | +26.2% | +246.0% | +204.1% |
| 1Y | +475.1% | +8.2% | +466.9% | +439.8% |
| All | +475.1% | +18.6% | +456.5% | +439.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling