+586.1%
TDG vs SEI
+644.4%
-58.3%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +5.1% | -3.9% | +0.4% |
| 7D | -1.9% | +22.6% | -24.5% | -5.1% |
| 30D | -7.7% | +9.1% | -16.8% | -9.4% |
| 3M | -9.3% | -11.3% | +2.0% | -9.0% |
| 6M | -9.4% | +22.0% | -31.4% | -14.6% |
| YTD | -14.3% | +47.3% | -61.5% | -22.4% |
| 1Y | -11.8% | +124.8% | -136.6% | -27.1% |
| 3Y | +52.0% | +591.3% | -539.3% | -12.5% |
| 5Y | +128.8% | +1,008.2% | -879.4% | +7.1% |
| All | +586.1% | +644.4% | -58.3% | +207.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 SEI 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