+167.8%
GE vs SEI
+605.9%
-438.2%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.4% | +0.5% |
| 7D | +2.7% | +10.5% | -7.8% | +0.8% |
| 30D | +8.1% | -8.0% | +16.1% | +8.2% |
| 3M | -7.9% | +6.7% | -14.6% | -11.3% |
| 6M | +12.9% | -17.0% | +29.9% | +12.1% |
| YTD | +8.2% | +39.7% | -31.5% | -4.7% |
| 1Y | +9.7% | +43.2% | -33.5% | -4.6% |
| 3Y | +266.1% | +676.3% | -410.2% | +86.4% |
| 5Y | +407.4% | +891.0% | -483.6% | +119.6% |
| All | +167.8% | +605.9% | -438.2% | +12.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling