+1,012.3%
SEI vs DAR
-5.1%
+1,017.5%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.6% | +5.2% | +5.5% |
| 7D | +28.2% | -0.2% | +28.4% | +28.5% |
| 30D | +15.5% | +7.4% | +8.0% | +11.5% |
| 3M | -1.4% | +15.7% | -17.0% | -8.1% |
| 6M | +37.4% | +30.0% | +7.4% | +21.0% |
| YTD | +47.8% | +87.5% | -39.7% | +10.9% |
| 1Y | +174.3% | +113.4% | +60.9% | +91.6% |
| 3Y | +598.5% | +15.3% | +583.2% | +520.8% |
| All | +1,012.3% | -5.1% | +1,017.5% | +933.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling