+542.0%
SEI vs DAR
+342.0%
+200.0%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.9% | +4.3% | +3.9% |
| 7D | +10.2% | +1.4% | +8.9% | +9.4% |
| 30D | -1.0% | +12.8% | -13.8% | -7.5% |
| 3M | -27.9% | +7.4% | -35.3% | -31.1% |
| 6M | +10.4% | +22.3% | -11.9% | -1.7% |
| YTD | +20.1% | +81.1% | -60.9% | -12.0% |
| 1Y | +109.7% | +106.5% | +3.2% | +41.2% |
| 3Y | +458.6% | +5.3% | +453.3% | +405.6% |
| 5Y | +775.3% | -11.5% | +786.8% | +730.6% |
| All | +542.0% | +342.0% | +200.0% | +147.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling