+591.3%
SEI vs MDY
+48.5%
+542.8%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.8% | +4.3% | +3.7% |
| 7D | +22.6% | -1.9% | +24.4% | +26.4% |
| 30D | +9.1% | -4.6% | +13.7% | +18.6% |
| 3M | -11.3% | -1.2% | -10.1% | -8.6% |
| 6M | +22.0% | +9.2% | +12.8% | +7.0% |
| YTD | +47.3% | +13.1% | +34.2% | +22.6% |
| 1Y | +124.8% | +13.0% | +111.8% | +88.9% |
| 3Y | +591.3% | +49.2% | +542.1% | +320.7% |
| All | +591.3% | +48.5% | +542.8% | +320.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling