+145.9%
GLDM vs SEI
+770.7%
-624.8%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.4% | -4.3% | -1.0% |
| 7D | -0.5% | +10.2% | -10.8% | -0.8% |
| 30D | +4.4% | -1.0% | +5.4% | +4.4% |
| 3M | -1.1% | -27.9% | +26.9% | -0.4% |
| 6M | -13.7% | +10.4% | -24.1% | -14.1% |
| YTD | +2.8% | +20.1% | -17.4% | +2.0% |
| 1Y | +24.8% | +109.7% | -84.9% | +22.7% |
| 3Y | +127.8% | +458.6% | -330.8% | +115.2% |
| All | +145.9% | +770.7% | -624.8% | +131.1% |
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 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