+591.3%
SEI vs DKS
+29.1%
+562.1%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.4% | +3.7% | +4.7% |
| 7D | +22.6% | -3.0% | +25.5% | +23.4% |
| 30D | +9.1% | -33.4% | +42.5% | +21.4% |
| 3M | -11.3% | -39.4% | +28.0% | +1.1% |
| 6M | +22.0% | -30.1% | +52.1% | +30.9% |
| YTD | +47.3% | -31.0% | +78.2% | +58.6% |
| 1Y | +124.8% | -40.2% | +164.9% | +154.9% |
| 3Y | +591.3% | +30.9% | +560.3% | +466.3% |
| All | +591.3% | +29.1% | +562.1% | +466.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling