-24.0%
CG vs SEI
+35.9%
-59.9%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.1% | +2.1% | +1.1% |
| 7D | +0.2% | +10.5% | -10.3% | -0.5% |
| 30D | +11.2% | -8.0% | +19.2% | +11.0% |
| 3M | -22.1% | +6.7% | -28.8% | -23.7% |
| 6M | -17.9% | -17.0% | -0.9% | -17.8% |
| YTD | -31.3% | +39.7% | -71.0% | -39.1% |
| 1Y | -24.0% | +43.2% | -67.1% | -33.3% |
| All | -24.0% | +35.9% | -59.9% | -33.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling