+591.3%
SEI vs DOV
+37.0%
+554.3%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.9% | +4.2% | +4.2% |
| 7D | +22.6% | -2.0% | +24.6% | +25.3% |
| 30D | +9.1% | -8.9% | +18.0% | +20.4% |
| 3M | -11.3% | -13.3% | +1.9% | +2.9% |
| 6M | +22.0% | -9.7% | +31.7% | +35.4% |
| YTD | +47.3% | -2.5% | +49.7% | +49.0% |
| 1Y | +124.8% | +7.2% | +117.5% | +103.1% |
| 3Y | +591.3% | +39.4% | +551.9% | +404.6% |
| All | +591.3% | +37.0% | +554.3% | +404.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 DOV 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