+3,124.2%
DELL vs SEI
+606.2%
+2,518.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +16.3% | -14.4% | -1.2% |
| 7D | +25.6% | +28.8% | -3.2% | +19.7% |
| 30D | +17.7% | +10.4% | +7.3% | +15.3% |
| 3M | +33.4% | -11.4% | +44.9% | +35.3% |
| 6M | +266.2% | +31.2% | +235.0% | +243.5% |
| YTD | +328.0% | +39.7% | +288.3% | +293.9% |
| 1Y | +339.6% | +149.0% | +190.6% | +262.3% |
| 3Y | +694.6% | +560.2% | +134.4% | +428.4% |
| 5Y | +1,122.0% | +955.7% | +166.3% | +607.9% |
| All | +3,124.2% | +606.2% | +2,518.0% | +1,658.4% |
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