+8.9%
GE vs SEI
+18.6%
-9.7%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -16.9% | +19.6% | +4.1% |
| 7D | +9.4% | -16.4% | +25.8% | +10.7% |
| 30D | +7.5% | -22.9% | +30.4% | +9.3% |
| 3M | -12.5% | -0.3% | -12.3% | -13.9% |
| 6M | +17.8% | -22.3% | +40.1% | +18.3% |
| YTD | +7.4% | +26.2% | -18.8% | -0.2% |
| 1Y | +8.9% | +8.2% | +0.7% | -0.3% |
| All | +8.9% | +18.6% | -9.7% | -0.3% |
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