+646.3%
SEI vs DAR
+279.6%
+366.7%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.1% | -2.2% | -1.6% |
| 7D | +10.5% | +11.6% | -1.1% | +4.6% |
| 30D | -8.0% | -10.2% | +2.2% | -2.2% |
| 3M | +6.7% | -14.8% | +21.6% | +15.8% |
| 6M | -17.0% | -10.1% | -7.0% | -12.9% |
| YTD | +39.7% | +55.5% | -15.9% | +11.0% |
| 1Y | +43.2% | +61.7% | -18.5% | +11.4% |
| 3Y | +676.3% | +37.2% | +639.2% | +512.4% |
| 5Y | +891.0% | -26.9% | +918.0% | +949.5% |
| All | +646.3% | +279.6% | +366.7% | +211.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 10y: compounded portfolio wealth divided by compounded DAR 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…
10y analysis · Full analysis span regression · 6 months rolling