+319.1%
DELL vs SEI
+105.8%
+213.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.4% | -1.9% | +0.6% |
| 7D | +14.9% | +10.2% | +4.6% | +12.2% |
| 30D | +13.3% | -1.0% | +14.3% | +13.4% |
| 3M | +24.4% | -27.9% | +52.3% | +31.0% |
| 6M | +258.0% | +10.4% | +247.6% | +246.3% |
| YTD | +320.2% | +20.1% | +300.0% | +292.4% |
| 1Y | +319.1% | +109.7% | +209.3% | +257.2% |
| All | +319.1% | +105.8% | +213.2% | +257.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling