+173.8%
DAL vs SEI
+565.5%
-391.6%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +14.3% | -12.1% | +0.5% |
| 7D | +8.8% | -18.3% | +27.1% | +10.7% |
| 30D | +5.4% | -24.4% | +29.8% | +7.8% |
| 3M | -4.9% | +1.5% | -6.5% | -7.0% |
| 6M | +19.8% | -25.1% | +45.0% | +20.7% |
| YTD | +27.0% | +26.4% | +0.5% | +17.5% |
| 1Y | +52.5% | +8.9% | +43.5% | +43.2% |
| 3Y | +173.8% | +586.7% | -412.8% | +105.5% |
| All | +173.8% | +565.5% | -391.6% | +105.5% |
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