+297.0%
MXL vs SEI
+18.6%
+278.4%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | -16.9% | +5.8% | +1.0% |
| 7D | -24.3% | -16.4% | -7.9% | -14.4% |
| 30D | -46.1% | -22.9% | -23.2% | -35.5% |
| 3M | -21.8% | -0.3% | -21.5% | -21.1% |
| 6M | -27.2% | -22.3% | -4.9% | -12.7% |
| YTD | +226.2% | +26.2% | +200.0% | +205.7% |
| 1Y | +297.0% | +8.2% | +288.8% | +302.7% |
| All | +297.0% | +18.6% | +278.4% | +302.7% |
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