+109.7%
SEI vs DBX
+20.4%
+89.3%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -2.4% | +5.9% | +2.2% |
| 7D | +10.2% | -2.4% | +12.7% | +8.8% |
| 30D | -1.0% | -0.5% | -0.5% | -0.8% |
| 3M | -27.9% | +28.1% | -56.0% | -17.3% |
| 6M | +10.4% | +33.1% | -22.7% | +29.7% |
| YTD | +20.1% | +25.3% | -5.1% | +38.8% |
| 1Y | +109.7% | +18.3% | +91.4% | +144.7% |
| All | +109.7% | +20.4% | +89.3% | +144.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 1y: compounded portfolio wealth divided by compounded DBX 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…
1y analysis · Full analysis span regression · 6 months rolling