+203.8%
GILD vs SEI
+644.4%
-440.6%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +5.1% | -5.9% | -1.0% |
| 7D | -4.8% | +22.6% | -27.4% | -5.8% |
| 30D | +5.8% | +9.1% | -3.3% | +5.2% |
| 3M | +14.9% | -11.3% | +26.3% | +15.1% |
| 6M | -0.4% | +22.0% | -22.4% | -2.3% |
| YTD | +18.5% | +47.3% | -28.7% | +14.6% |
| 1Y | +25.1% | +124.8% | -99.6% | +17.3% |
| 3Y | +105.9% | +591.3% | -485.4% | +70.6% |
| 5Y | +143.0% | +1,008.2% | -865.2% | +87.6% |
| All | +203.8% | +644.4% | -440.6% | +137.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling