+160.8%
GE vs SEI
+644.4%
-483.6%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +5.1% | -5.2% | -1.1% |
| 7D | -4.0% | +22.6% | -26.6% | -8.0% |
| 30D | -11.4% | +9.1% | -20.5% | -13.4% |
| 3M | -2.6% | -11.3% | +8.7% | -2.2% |
| 6M | -0.3% | +22.0% | -22.4% | -7.0% |
| YTD | +5.4% | +47.3% | -41.9% | -6.3% |
| 1Y | +15.5% | +124.8% | -109.2% | -7.6% |
| 3Y | +260.8% | +591.3% | -330.5% | +93.3% |
| 5Y | +421.6% | +1,008.2% | -586.6% | +122.7% |
| All | +160.8% | +644.4% | -483.6% | +10.7% |
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