+200.5%
DIA vs SEI
+644.4%
-443.9%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +5.1% | -4.1% | +0.4% |
| 7D | -1.6% | +22.6% | -24.1% | -4.0% |
| 30D | -2.0% | +9.1% | -11.1% | -3.3% |
| 3M | +3.6% | -11.3% | +15.0% | +3.9% |
| 6M | +11.5% | +22.0% | -10.5% | +7.0% |
| YTD | +10.4% | +47.3% | -36.9% | +2.8% |
| 1Y | +15.6% | +124.8% | -109.2% | +1.2% |
| 3Y | +58.9% | +591.3% | -532.4% | +9.5% |
| 5Y | +65.3% | +1,008.2% | -942.9% | -0.2% |
| All | +200.5% | +644.4% | -443.9% | +76.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling