-28.9%
CDW vs SEI
+565.9%
-594.9%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +16.3% | -21.5% | -6.0% |
| 7D | -3.9% | +28.8% | -32.7% | -5.2% |
| 30D | +6.9% | +10.4% | -3.5% | +6.2% |
| 3M | +7.7% | -11.4% | +19.1% | +8.1% |
| 6M | +18.3% | +31.2% | -12.9% | +14.5% |
| YTD | +7.8% | +39.7% | -32.0% | +3.0% |
| 1Y | -12.2% | +149.0% | -161.1% | -21.1% |
| 3Y | -28.9% | +560.2% | -589.1% | -43.8% |
| All | -28.9% | +565.9% | -594.9% | -43.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling