+577.3%
TDG vs SEI
+647.2%
-69.9%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +5.8% | -7.5% | -2.6% |
| 7D | -2.4% | +28.2% | -30.7% | -6.3% |
| 30D | -8.0% | +15.5% | -23.5% | -10.4% |
| 3M | -10.5% | -1.4% | -9.1% | -11.7% |
| 6M | -11.9% | +37.4% | -49.3% | -18.6% |
| YTD | -15.4% | +47.8% | -63.2% | -23.4% |
| 1Y | -14.2% | +174.3% | -188.5% | -31.7% |
| 3Y | +51.0% | +598.5% | -547.4% | -13.2% |
| 5Y | +126.5% | +1,026.2% | -899.8% | +5.6% |
| All | +577.3% | +647.2% | -69.9% | +203.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling