+99.4%
DAL vs SEI
+539.1%
-439.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +14.3% | -12.1% | -0.8% |
| 7D | +8.8% | -18.3% | +27.1% | +12.2% |
| 30D | +5.4% | -24.4% | +29.8% | +9.6% |
| 3M | -4.9% | +1.5% | -6.5% | -8.4% |
| 6M | +19.8% | -25.1% | +45.0% | +20.9% |
| YTD | +27.0% | +26.4% | +0.5% | +11.6% |
| 1Y | +52.5% | +8.9% | +43.5% | +37.5% |
| 3Y | +173.8% | +586.7% | -412.8% | +32.7% |
| 5Y | +104.5% | +717.9% | -613.3% | -15.0% |
| All | +99.4% | +539.1% | -439.8% | -23.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling