+2,396.1%
MUU vs SEI
+416.3%
+1,979.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +5.1% | -6.2% | -5.1% |
| 7D | -8.2% | +22.6% | -30.8% | -23.5% |
| 30D | +10.2% | +9.1% | +1.1% | +0.1% |
| 3M | -26.5% | -11.3% | -15.2% | -15.1% |
| 6M | +227.2% | +22.0% | +205.2% | +216.0% |
| YTD | +527.4% | +47.3% | +480.1% | +443.4% |
| 1Y | +1,843.7% | +124.8% | +1,718.9% | +1,252.6% |
| All | +2,396.1% | +416.3% | +1,979.8% | +906.5% |
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