+15.7%
GEHC vs SEI
+18.6%
-2.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -16.9% | +23.3% | +5.2% |
| 7D | +13.2% | -16.4% | +29.6% | +12.0% |
| 30D | +30.6% | -22.9% | +53.5% | +29.0% |
| 3M | +22.2% | -0.3% | +22.5% | +22.7% |
| 6M | +40.8% | -22.3% | +63.2% | +42.2% |
| YTD | +4.8% | +26.2% | -21.3% | +2.9% |
| 1Y | +15.7% | +8.2% | +7.5% | +16.0% |
| All | +15.7% | +18.6% | -2.8% | +16.0% |
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