+463.3%
GLW vs SEI
+565.9%
-102.6%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +16.3% | -8.7% | +3.3% |
| 7D | +14.0% | +28.8% | -14.8% | +6.6% |
| 30D | +0.4% | +10.4% | -10.0% | -2.3% |
| 3M | -11.3% | -11.4% | +0.1% | -8.6% |
| 6M | +35.1% | +31.2% | +3.9% | +29.6% |
| YTD | +90.5% | +39.7% | +50.8% | +80.6% |
| 1Y | +132.0% | +149.0% | -16.9% | +101.2% |
| 3Y | +463.3% | +560.2% | -96.9% | +330.6% |
| All | +463.3% | +565.9% | -102.6% | +330.6% |
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