+632.4%
GEV vs SEI
+732.7%
-100.3%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +5.1% | -1.5% | +2.2% |
| 7D | +1.6% | +22.6% | -21.0% | -4.3% |
| 30D | -7.9% | +9.1% | -17.0% | -10.6% |
| 3M | +5.6% | -11.3% | +17.0% | +7.5% |
| 6M | +13.1% | +22.0% | -9.0% | +5.2% |
| YTD | +46.7% | +47.3% | -0.5% | +28.6% |
| 1Y | +51.3% | +124.8% | -73.5% | +18.1% |
| All | +632.4% | +732.7% | -100.3% | +343.1% |
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