+139.6%
MXL vs SEI
+644.4%
-504.8%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +5.1% | +2.4% | +5.9% |
| 7D | +18.9% | +22.6% | -3.7% | +11.0% |
| 30D | +0.3% | +9.1% | -8.8% | -2.4% |
| 3M | -8.0% | -11.3% | +3.3% | -2.7% |
| 6M | +341.2% | +22.0% | +319.2% | +323.7% |
| YTD | +327.8% | +47.3% | +280.6% | +286.2% |
| 1Y | +364.9% | +124.8% | +240.1% | +269.9% |
| 3Y | +229.2% | +591.3% | -362.0% | +71.4% |
| 5Y | +42.8% | +1,008.2% | -965.4% | -38.8% |
| All | +139.6% | +644.4% | -504.8% | +2.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling