+128.5%
GD vs SEI
+613.6%
-485.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.7% | -1.1% |
| 7D | +1.9% | +27.6% | -25.7% | -0.9% |
| 30D | +9.2% | -17.1% | +26.3% | +10.5% |
| 3M | -7.5% | +4.6% | -12.0% | -9.3% |
| 6M | +5.8% | -15.1% | +20.8% | +5.0% |
| YTD | +9.8% | +41.2% | -31.4% | +1.0% |
| 1Y | +5.8% | +37.5% | -31.8% | -2.7% |
| 3Y | +58.0% | +693.7% | -635.6% | -0.3% |
| 5Y | +100.4% | +901.7% | -801.3% | +14.1% |
| All | +128.5% | +613.6% | -485.1% | +26.5% |
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