+232.1%
CDW vs SEI
+616.9%
-384.8%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +4.7% | -2.5% | +1.7% |
| 7D | +2.6% | +12.4% | -9.9% | +1.1% |
| 30D | +20.4% | -18.3% | +38.7% | +21.9% |
| 3M | +28.5% | +10.4% | +18.0% | +24.5% |
| 6M | +70.6% | -12.9% | +83.5% | +68.3% |
| YTD | +29.1% | +41.8% | -12.7% | +17.0% |
| 1Y | +23.8% | +30.3% | -6.5% | +13.0% |
| 3Y | -14.5% | +697.3% | -711.8% | -47.0% |
| 5Y | -1.6% | +877.0% | -878.5% | -44.7% |
| All | +232.1% | +616.9% | -384.8% | +81.2% |
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