+57.8%
GD vs SEI
+696.4%
-638.6%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.7% | -4.8% | -0.2% |
| 7D | +0.6% | +12.4% | -11.8% | +0.3% |
| 30D | +9.5% | -18.3% | +27.7% | +9.8% |
| 3M | -5.8% | +10.4% | -16.3% | -6.3% |
| 6M | +7.7% | -12.9% | +20.6% | +7.5% |
| YTD | +11.1% | +41.8% | -30.8% | +8.5% |
| 1Y | +6.1% | +30.3% | -24.2% | +3.8% |
| All | +57.8% | +696.4% | -638.6% | +37.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling