+105.0%
GLDM vs SEI
+565.5%
-460.4%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +14.3% | -15.1% | -1.2% |
| 7D | +4.7% | -18.3% | +22.9% | +5.1% |
| 30D | -0.9% | -24.4% | +23.6% | -0.3% |
| 3M | -4.3% | +1.5% | -5.8% | -4.7% |
| 6M | -13.4% | -25.1% | +11.7% | -13.3% |
| YTD | -5.8% | +26.4% | -32.3% | -6.8% |
| 1Y | +2.1% | +8.9% | -6.9% | +1.2% |
| 3Y | +105.0% | +586.7% | -481.6% | +94.2% |
| All | +105.0% | +565.5% | -460.4% | +94.2% |
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