+32.3%
DLR vs SEI
+889.7%
-857.4%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.1% | -0.8% | -1.8% |
| 7D | +3.3% | +10.5% | -7.1% | +2.3% |
| 30D | +4.6% | -8.0% | +12.6% | +4.8% |
| 3M | -8.3% | +6.7% | -15.0% | -9.6% |
| 6M | -5.6% | -17.0% | +11.4% | -5.7% |
| YTD | +18.7% | +39.7% | -20.9% | +12.1% |
| 1Y | +17.1% | +43.2% | -26.1% | +10.1% |
| 3Y | +54.4% | +676.3% | -622.0% | +22.9% |
| All | +32.3% | +889.7% | -857.4% | +10.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling