+102.5%
DG vs SEI
+606.2%
-503.7%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +16.3% | -20.3% | -4.2% |
| 7D | -2.5% | +28.8% | -31.3% | -2.8% |
| 30D | +1.0% | +10.4% | -9.3% | +0.9% |
| 3M | +20.3% | -11.4% | +31.7% | +20.4% |
| 6M | -11.7% | +31.2% | -42.9% | -12.5% |
| YTD | -2.3% | +39.7% | -42.0% | -3.4% |
| 1Y | +20.0% | +149.0% | -129.0% | +17.2% |
| 3Y | +7.2% | +560.2% | -552.9% | -2.0% |
| 5Y | -37.9% | +955.7% | -993.6% | -45.5% |
| All | +102.5% | +606.2% | -503.7% | +71.4% |
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