+9.3%
GEHC vs SEI
+697.9%
-688.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +5.8% | -8.2% | -2.7% |
| 7D | -7.6% | +28.2% | -35.9% | -8.9% |
| 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% | -16.6% |
| YTD | -20.4% | +47.8% | -68.2% | -23.9% |
| 1Y | -17.0% | +174.3% | -191.3% | -25.4% |
| 3Y | +0.9% | +598.5% | -597.5% | -23.7% |
| All | +9.3% | +697.9% | -688.6% | -19.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling