+636.7%
DELL vs SEI
+560.9%
+75.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -5.2% | -0.1% | -4.3% |
| 7D | -1.9% | +20.7% | -22.5% | -5.8% |
| 30D | +14.9% | +9.1% | +5.8% | +12.5% |
| 3M | +37.2% | -6.0% | +43.2% | +37.2% |
| 6M | +254.0% | +18.9% | +235.0% | +237.0% |
| YTD | +306.1% | +40.1% | +266.0% | +271.9% |
| 1Y | +312.3% | +120.6% | +191.6% | +245.9% |
| All | +636.7% | +560.9% | +75.8% | +482.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling