+361.8%
DHI vs SEI
+644.4%
-282.6%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.1% | -3.4% | +1.3% |
| 7D | -3.4% | +22.6% | -26.0% | -5.2% |
| 30D | -5.4% | +9.1% | -14.5% | -6.4% |
| 3M | -10.4% | -11.3% | +0.9% | -10.2% |
| 6M | -2.8% | +22.0% | -24.8% | -5.8% |
| YTD | -3.4% | +47.3% | -50.7% | -8.5% |
| 1Y | -22.9% | +124.8% | -147.7% | -30.5% |
| 3Y | +20.7% | +591.3% | -570.6% | -13.6% |
| 5Y | +62.1% | +1,008.2% | -946.1% | +0.8% |
| All | +361.8% | +644.4% | -282.6% | +172.5% |
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