+2,981.5%
MUU vs SEI
+105.8%
+2,875.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +3.4% | +8.2% | +7.7% |
| 7D | +17.4% | +10.2% | +7.1% | +5.3% |
| 30D | +24.0% | -1.0% | +25.0% | +23.2% |
| 3M | -23.9% | -27.9% | +4.0% | +21.7% |
| 6M | +284.4% | +10.4% | +274.0% | +325.3% |
| YTD | +583.7% | +20.1% | +563.6% | +604.1% |
| 1Y | +2,981.5% | +109.7% | +2,871.7% | +2,501.2% |
| All | +2,981.5% | +105.8% | +2,875.6% | +2,501.2% |
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