+6.8%
GPN vs SEI
+644.4%
-637.6%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.1% | -5.1% | -0.6% |
| 7D | -4.3% | +22.6% | -26.9% | -7.0% |
| 30D | 0.0% | +9.1% | -9.1% | -1.6% |
| 3M | +35.8% | -11.3% | +47.2% | +35.8% |
| 6M | +22.0% | +22.0% | 0.0% | +15.5% |
| YTD | +15.2% | +47.3% | -32.1% | +4.7% |
| 1Y | +3.5% | +124.8% | -121.3% | -13.2% |
| 3Y | -26.9% | +591.3% | -618.2% | -54.6% |
| 5Y | -44.2% | +1,008.2% | -1,052.4% | -70.6% |
| All | +6.8% | +644.4% | -637.6% | -47.6% |
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 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