+31.1%
DLTR vs SEI
+105.8%
-74.8%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.4% | -3.2% | +0.3% |
| 7D | +2.5% | +10.2% | -7.8% | +2.5% |
| 30D | +2.1% | -1.0% | +3.1% | +2.1% |
| 3M | +20.3% | -27.9% | +48.2% | +20.4% |
| 6M | +11.5% | +10.4% | +1.1% | +9.0% |
| YTD | +6.8% | +20.1% | -13.3% | +2.8% |
| 1Y | +31.1% | +109.7% | -78.6% | +16.5% |
| All | +31.1% | +105.8% | -74.8% | +16.5% |
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