+192.4%
CDW vs SEI
+507.3%
-314.9%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.4% | -4.4% | -1.4% |
| 7D | +3.2% | +10.2% | -7.1% | +1.9% |
| 30D | +9.3% | -1.0% | +10.3% | +9.1% |
| 3M | +9.8% | -27.9% | +37.7% | +13.0% |
| 6M | +23.3% | +10.4% | +12.9% | +18.6% |
| YTD | +13.7% | +20.1% | -6.5% | +6.9% |
| 1Y | -6.5% | +109.7% | -116.2% | -20.2% |
| 3Y | -25.2% | +458.6% | -483.9% | -50.3% |
| 5Y | -19.5% | +775.3% | -794.8% | -53.8% |
| All | +192.4% | +507.3% | -314.9% | +65.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling