+40.1%
GILD vs SEI
-2.0%
+42.1%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -12.3% | +8.3% | -4.5% |
| 7D | +1.2% | -26.9% | +28.0% | -0.2% |
| 30D | +16.2% | -36.6% | +52.8% | +14.3% |
| 3M | +27.9% | -8.9% | +36.7% | +27.0% |
| 6M | +27.1% | -33.0% | +60.0% | +26.0% |
| YTD | +39.0% | +10.6% | +28.3% | +36.2% |
| 1Y | +40.1% | -4.7% | +44.7% | +38.7% |
| All | +40.1% | -2.0% | +42.1% | +38.7% |
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