+3,326.0%
DELL vs SEI
+644.4%
+2,681.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +5.1% | +6.9% | +11.0% |
| 7D | +8.2% | +22.6% | -14.3% | +4.0% |
| 30D | +17.1% | +9.1% | +8.0% | +14.9% |
| 3M | +45.2% | -11.3% | +56.5% | +47.1% |
| 6M | +286.8% | +22.0% | +264.8% | +267.8% |
| YTD | +354.8% | +47.3% | +307.5% | +314.7% |
| 1Y | +358.3% | +124.8% | +233.5% | +285.1% |
| 3Y | +724.9% | +591.3% | +133.6% | +444.1% |
| 5Y | +1,193.7% | +1,008.2% | +185.5% | +643.2% |
| All | +3,326.0% | +644.4% | +2,681.6% | +1,751.2% |
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 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