+11.7%
DASH vs SEI
+714.0%
-702.3%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +3.4% | -8.1% | -5.0% |
| 7D | -10.6% | +10.2% | -20.8% | -11.6% |
| 30D | +2.2% | -1.0% | +3.2% | +2.0% |
| 3M | +32.3% | -27.9% | +60.2% | +35.9% |
| 6M | +19.1% | +10.4% | +8.7% | +14.8% |
| YTD | -6.5% | +20.1% | -26.7% | -11.6% |
| 1Y | -14.9% | +109.7% | -124.6% | -26.2% |
| 3Y | +151.9% | +458.6% | -306.7% | +79.5% |
| 5Y | +9.4% | +775.3% | -765.8% | -28.0% |
| All | +11.7% | +714.0% | -702.3% | -27.8% |
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 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