+56.2%
GD vs SEI
+684.3%
-628.1%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.1% | +1.2% | +0.1% |
| 7D | +2.7% | +10.5% | -7.8% | +2.4% |
| 30D | +8.6% | -8.0% | +16.6% | +8.6% |
| 3M | -7.1% | +6.7% | -13.8% | -7.5% |
| 6M | +7.5% | -17.0% | +24.5% | +7.4% |
| YTD | +9.9% | +39.7% | -29.7% | +7.4% |
| 1Y | +7.6% | +43.2% | -35.6% | +4.9% |
| 3Y | +56.2% | +676.3% | -620.1% | +35.8% |
| All | +56.2% | +684.3% | -628.1% | +35.8% |
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