+111.4%
DAL vs SEI
+889.7%
-778.3%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.7% | -0.2% |
| 7D | -1.1% | +10.5% | -11.5% | -2.4% |
| 30D | +12.8% | -8.0% | +20.9% | +12.8% |
| 3M | -5.3% | +6.7% | -12.0% | -8.1% |
| 6M | +22.4% | -17.0% | +39.4% | +21.6% |
| YTD | +25.6% | +39.7% | -14.1% | +13.7% |
| 1Y | +45.5% | +43.2% | +2.3% | +30.7% |
| 3Y | +161.0% | +676.3% | -515.4% | +64.1% |
| All | +111.4% | +889.7% | -778.3% | +11.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling