+21.5%
CDW vs SEI
+18.6%
+3.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | -16.9% | +29.6% | +11.2% |
| 7D | +3.7% | -16.4% | +20.2% | +2.5% |
| 30D | +26.0% | -22.9% | +48.9% | +24.2% |
| 3M | +10.1% | -0.3% | +10.4% | +10.4% |
| 6M | +26.1% | -22.3% | +48.4% | +26.3% |
| YTD | +25.9% | +26.2% | -0.3% | +24.2% |
| 1Y | +21.5% | +8.2% | +13.3% | +22.4% |
| All | +21.5% | +18.6% | +3.0% | +22.4% |
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