+586.1%
DE vs SEI
+644.4%
-58.3%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.1% | -5.4% | -1.1% |
| 7D | -2.6% | +22.6% | -25.1% | -5.8% |
| 30D | +9.0% | +9.1% | -0.1% | +7.0% |
| 3M | +19.1% | -11.3% | +30.5% | +19.5% |
| 6M | +14.4% | +22.0% | -7.6% | +8.0% |
| YTD | +45.9% | +47.3% | -1.3% | +32.0% |
| 1Y | +43.6% | +124.8% | -81.2% | +18.6% |
| 3Y | +75.9% | +591.3% | -515.4% | +1.9% |
| 5Y | +98.8% | +1,008.2% | -909.5% | -4.1% |
| All | +586.1% | +644.4% | -58.3% | +232.1% |
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