+109.7%
SEI vs GEN
+5.4%
+104.3%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -2.2% | +5.6% | +2.9% |
| 7D | +10.2% | -1.2% | +11.4% | +9.9% |
| 30D | -1.0% | +10.1% | -11.2% | +1.6% |
| 3M | -27.9% | +16.1% | -44.0% | -24.1% |
| 6M | +10.4% | +38.9% | -28.5% | +17.1% |
| YTD | +20.1% | +14.4% | +5.7% | +27.7% |
| 1Y | +109.7% | +5.9% | +103.9% | +133.5% |
| All | +109.7% | +5.4% | +104.3% | +133.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 1y: compounded portfolio wealth divided by compounded GEN 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…
1y analysis · Full analysis span regression · 6 months rolling