-7.0%
DASH vs SEI
+706.3%
-713.3%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +14.3% | -14.4% | -1.5% |
| 7D | +0.4% | -18.3% | +18.7% | +1.8% |
| 30D | -6.0% | -24.4% | +18.4% | -4.3% |
| 3M | -15.8% | +1.5% | -17.3% | -17.5% |
| 6M | +7.0% | -25.1% | +32.1% | +7.5% |
| YTD | -20.7% | +26.4% | -47.1% | -26.7% |
| 1Y | -8.5% | +8.9% | -17.5% | -14.2% |
| 3Y | +101.8% | +586.7% | -484.9% | +35.4% |
| All | -7.0% | +706.3% | -713.3% | -38.6% |
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 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