+15.5%
GE vs SEI
+134.3%
-118.7%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +5.1% | -5.2% | -0.7% |
| 7D | -4.0% | +22.6% | -26.6% | -6.1% |
| 30D | -11.4% | +9.1% | -20.5% | -12.4% |
| 3M | -2.6% | -11.3% | +8.7% | -2.0% |
| 6M | -0.3% | +22.0% | -22.4% | -4.3% |
| YTD | +5.4% | +47.3% | -41.9% | -1.1% |
| 1Y | +15.5% | +124.8% | -109.2% | +6.1% |
| All | +15.5% | +134.3% | -118.7% | +6.1% |
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