+25.3%
DG vs SEI
+105.8%
-80.5%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.4% | -2.0% | +1.5% |
| 7D | +8.4% | +10.2% | -1.8% | +8.6% |
| 30D | +4.9% | -1.0% | +6.0% | +4.9% |
| 3M | +29.3% | -27.9% | +57.3% | +29.3% |
| 6M | -11.3% | +10.4% | -21.7% | -13.1% |
| YTD | +1.8% | +20.1% | -18.4% | -1.0% |
| 1Y | +25.3% | +109.7% | -84.4% | +15.9% |
| All | +25.3% | +105.8% | -80.5% | +15.9% |
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