-10.4%
DOW vs SEI
+423.7%
-434.1%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +16.3% | -15.8% | -2.6% |
| 7D | -2.9% | +28.8% | -31.8% | -7.8% |
| 30D | +2.0% | +10.4% | -8.4% | -0.6% |
| 3M | -12.5% | -11.4% | -1.1% | -12.4% |
| 6M | -9.2% | +31.2% | -40.4% | -17.5% |
| YTD | +30.8% | +39.7% | -8.9% | +15.8% |
| 1Y | +29.4% | +149.0% | -119.6% | -1.6% |
| 3Y | -34.6% | +560.2% | -594.7% | -69.0% |
| 5Y | -35.9% | +955.7% | -991.6% | -77.9% |
| All | -10.4% | +423.7% | -434.1% | -66.7% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling