+124.3%
TDG vs SEI
+999.8%
-875.5%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +5.1% | -3.9% | +0.8% |
| 7D | -1.9% | +22.6% | -24.5% | -3.4% |
| 30D | -7.7% | +9.1% | -16.8% | -8.5% |
| 3M | -9.3% | -11.3% | +2.0% | -9.1% |
| 6M | -9.4% | +22.0% | -31.4% | -11.9% |
| YTD | -14.3% | +47.3% | -61.5% | -18.4% |
| 1Y | -11.8% | +124.8% | -136.6% | -19.9% |
| 3Y | +52.0% | +591.3% | -539.3% | +13.4% |
| All | +124.3% | +999.8% | -875.5% | +46.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling