+2,538.2%
MUU vs SEI
+389.8%
+2,148.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +16.3% | -19.3% | -15.8% |
| 7D | +13.9% | +28.8% | -14.9% | -8.7% |
| 30D | +24.8% | +10.4% | +14.4% | +12.3% |
| 3M | -15.7% | -11.4% | -4.3% | -1.3% |
| 6M | +338.9% | +31.2% | +307.7% | +308.1% |
| YTD | +563.2% | +39.7% | +523.4% | +498.5% |
| 1Y | +2,577.5% | +149.0% | +2,428.5% | +1,675.4% |
| All | +2,538.2% | +389.8% | +2,148.5% | +1,008.5% |
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 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