+20.6%
DG vs SEI
+134.3%
-113.7%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +5.1% | -3.8% | +1.5% |
| 7D | -6.5% | +22.6% | -29.1% | -5.7% |
| 30D | +4.2% | +9.1% | -4.9% | +4.7% |
| 3M | +9.5% | -11.3% | +20.8% | +10.2% |
| 6M | -13.1% | +22.0% | -35.2% | -13.7% |
| YTD | -4.8% | +47.3% | -52.1% | -6.2% |
| 1Y | +20.6% | +124.8% | -104.2% | +18.2% |
| All | +20.6% | +134.3% | -113.7% | +18.2% |
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