+686.9%
SEI vs DKS
+275.9%
+411.0%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.4% | +2.7% | +4.5% |
| 7D | +22.6% | -2.0% | +24.6% | +23.0% |
| 30D | +9.1% | -32.7% | +41.8% | +18.7% |
| 3M | -11.3% | -38.8% | +27.5% | -1.8% |
| 6M | +22.0% | -29.4% | +51.5% | +29.7% |
| YTD | +47.3% | -30.3% | +77.6% | +57.0% |
| 1Y | +124.8% | -39.6% | +164.4% | +148.7% |
| 3Y | +591.3% | +32.2% | +559.1% | +518.2% |
| 5Y | +1,008.2% | +15.1% | +993.1% | +876.1% |
| All | +686.9% | +275.9% | +411.0% | +329.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 DKS 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