-1.7%
GEHC vs SEI
+597.1%
-598.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +5.8% | -8.2% | -2.7% |
| 7D | -7.6% | +28.2% | -35.9% | -8.8% |
| 30D | -10.7% | +15.5% | -26.1% | -11.4% |
| 3M | -1.2% | -1.4% | +0.2% | -1.5% |
| 6M | -13.7% | +37.4% | -51.2% | -16.5% |
| YTD | -20.4% | +47.8% | -68.2% | -23.9% |
| 1Y | -17.0% | +174.3% | -191.3% | -25.5% |
| All | -1.7% | +597.1% | -598.8% | -26.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling