-8.0%
DHR vs SEI
+560.9%
-568.9%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -5.2% | +3.1% | -2.0% |
| 7D | -5.0% | +20.7% | -25.6% | -5.5% |
| 30D | -3.3% | +9.1% | -12.4% | -3.6% |
| 3M | +9.4% | -6.0% | +15.4% | +9.3% |
| 6M | +3.2% | +18.9% | -15.8% | +1.4% |
| YTD | -12.0% | +40.1% | -52.2% | -14.5% |
| 1Y | +4.9% | +120.6% | -115.7% | -0.8% |
| All | -8.0% | +560.9% | -568.9% | -19.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling