+587.6%
DE vs SEI
+647.2%
-59.6%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +5.8% | -6.3% | -1.4% |
| 7D | -3.0% | +28.2% | -31.3% | -6.9% |
| 30D | +11.1% | +15.5% | -4.3% | +8.1% |
| 3M | +17.6% | -1.4% | +19.0% | +15.9% |
| 6M | +13.6% | +37.4% | -23.8% | +5.1% |
| YTD | +46.3% | +47.8% | -1.6% | +32.3% |
| 1Y | +44.2% | +174.3% | -130.1% | +14.6% |
| 3Y | +76.6% | +598.5% | -521.9% | +2.1% |
| 5Y | +98.2% | +1,026.2% | -928.0% | -4.6% |
| All | +587.6% | +647.2% | -59.6% | +232.8% |
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