+19.2%
GEHC vs SEI
+684.3%
-665.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.1% | +2.5% | +1.5% |
| 7D | +0.8% | +10.5% | -9.7% | +0.5% |
| 30D | +21.3% | -8.0% | +29.3% | +21.3% |
| 3M | +12.6% | +6.7% | +5.8% | +11.5% |
| 6M | +34.3% | -17.0% | +51.3% | +34.6% |
| YTD | +1.4% | +39.7% | -38.2% | -3.1% |
| 1Y | +12.5% | +43.2% | -30.7% | +7.0% |
| 3Y | +19.2% | +676.3% | -657.1% | -10.8% |
| All | +19.2% | +684.3% | -665.1% | -10.8% |
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