-10.0%
DIS vs SEI
+162.2%
-172.2%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +5.8% | -6.6% | -0.8% |
| 7D | -3.5% | +28.2% | -31.8% | -3.2% |
| 30D | +1.0% | +15.5% | -14.5% | +1.2% |
| 3M | +5.7% | -1.4% | +7.1% | +6.1% |
| 6M | +3.3% | +37.4% | -34.2% | +2.5% |
| YTD | -7.7% | +47.8% | -55.5% | -8.5% |
| 1Y | -10.0% | +174.3% | -184.3% | -6.8% |
| All | -10.0% | +162.2% | -172.2% | -6.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling