+276.2%
CG vs SEI
+507.3%
-231.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.4% | -5.1% | -2.4% |
| 7D | -4.3% | +10.2% | -14.6% | -6.3% |
| 30D | -5.1% | -1.0% | -4.1% | -5.4% |
| 3M | +8.7% | -27.9% | +36.6% | +14.0% |
| 6M | -9.2% | +10.4% | -19.6% | -14.4% |
| YTD | -18.9% | +20.1% | -39.0% | -25.8% |
| 1Y | -25.6% | +109.7% | -135.4% | -41.3% |
| 3Y | +57.3% | +458.6% | -401.4% | -10.5% |
| 5Y | +10.2% | +775.3% | -765.1% | -46.8% |
| All | +276.2% | +507.3% | -231.1% | +71.3% |
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 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