+686.9%
SEI vs MDY
+142.8%
+544.2%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.8% | +4.3% | +4.0% |
| 7D | +22.6% | -1.9% | +24.4% | +25.5% |
| 30D | +9.1% | -4.6% | +13.7% | +16.3% |
| 3M | -11.3% | -1.2% | -10.1% | -9.2% |
| 6M | +22.0% | +9.2% | +12.8% | +10.4% |
| YTD | +47.3% | +13.1% | +34.2% | +28.2% |
| 1Y | +124.8% | +13.0% | +111.8% | +97.4% |
| 3Y | +591.3% | +49.2% | +542.1% | +350.6% |
| 5Y | +1,008.2% | +47.2% | +961.0% | +625.7% |
| All | +686.9% | +142.8% | +544.2% | +213.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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