+686.9%
SEI vs DAR
+341.4%
+345.5%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.9% | +7.0% | +6.0% |
| 7D | +22.6% | -0.1% | +22.7% | +22.9% |
| 30D | +9.1% | +2.6% | +6.4% | +7.2% |
| 3M | -11.3% | +14.2% | -25.6% | -17.6% |
| 6M | +22.0% | +17.2% | +4.8% | +11.2% |
| YTD | +47.3% | +80.9% | -33.6% | +8.1% |
| 1Y | +124.8% | +104.0% | +20.8% | +52.7% |
| 3Y | +591.3% | +3.6% | +587.6% | +533.8% |
| 5Y | +1,008.2% | -7.8% | +1,016.0% | +928.8% |
| All | +686.9% | +341.4% | +345.5% | +203.5% |
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