+690.0%
GWW vs SEI
+644.4%
+45.6%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +5.1% | -4.4% | +0.1% |
| 7D | -3.4% | +22.6% | -25.9% | -5.6% |
| 30D | -1.9% | +9.1% | -11.0% | -3.1% |
| 3M | -2.4% | -11.3% | +8.9% | -2.1% |
| 6M | +15.7% | +22.0% | -6.3% | +11.1% |
| YTD | +27.6% | +47.3% | -19.7% | +19.1% |
| 1Y | +27.2% | +124.8% | -97.6% | +11.7% |
| 3Y | +89.7% | +591.3% | -501.6% | +31.4% |
| 5Y | +223.9% | +1,008.2% | -784.3% | +95.5% |
| All | +690.0% | +644.4% | +45.6% | +374.3% |
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