+192.1%
DHR vs SEI
+647.2%
-455.0%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +5.8% | -6.0% | -0.5% |
| 7D | -2.4% | +28.2% | -30.6% | -3.8% |
| 30D | -2.2% | +15.5% | -17.6% | -3.1% |
| 3M | +9.0% | -1.4% | +10.3% | +8.3% |
| 6M | +3.5% | +37.4% | -33.9% | +0.2% |
| YTD | -10.1% | +47.8% | -58.0% | -13.7% |
| 1Y | +6.2% | +174.3% | -168.1% | -2.8% |
| 3Y | -5.4% | +598.5% | -603.8% | -22.5% |
| 5Y | -27.9% | +1,026.2% | -1,054.1% | -44.2% |
| All | +192.1% | +647.2% | -455.0% | +117.3% |
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