+45.6%
DLTR vs SEI
+647.2%
-601.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +5.8% | -10.4% | -5.0% |
| 7D | -10.2% | +28.2% | -38.5% | -12.2% |
| 30D | -8.5% | +15.5% | -24.0% | -9.8% |
| 3M | +5.6% | -1.4% | +6.9% | +4.7% |
| 6M | +2.2% | +37.4% | -35.2% | -2.4% |
| YTD | -3.8% | +47.8% | -51.6% | -9.3% |
| 1Y | +22.9% | +174.3% | -151.4% | +8.1% |
| 3Y | +2.0% | +598.5% | -596.4% | -24.1% |
| 5Y | +29.8% | +1,026.2% | -996.4% | -12.3% |
| All | +45.6% | +647.2% | -601.5% | -7.1% |
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