+695.7%
GWW vs SEI
+606.2%
+89.5%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +16.3% | -19.0% | -4.3% |
| 7D | -1.5% | +28.8% | -30.4% | -4.3% |
| 30D | +1.1% | +10.4% | -9.2% | -0.3% |
| 3M | -1.0% | -11.4% | +10.4% | -0.8% |
| 6M | +16.3% | +31.2% | -14.9% | +10.7% |
| YTD | +28.5% | +39.7% | -11.2% | +20.7% |
| 1Y | +30.3% | +149.0% | -118.7% | +12.7% |
| 3Y | +91.6% | +560.2% | -468.6% | +33.4% |
| 5Y | +224.0% | +955.7% | -731.7% | +96.5% |
| All | +695.7% | +606.2% | +89.5% | +380.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling