+593.8%
SEI vs GEN
+57.6%
+536.2%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.2% | +6.0% | +5.8% |
| 7D | +28.2% | -2.9% | +31.1% | +28.7% |
| 30D | +15.5% | +2.1% | +13.4% | +14.8% |
| 3M | -1.4% | +19.7% | -21.1% | -5.8% |
| 6M | +37.4% | +33.3% | +4.2% | +25.9% |
| YTD | +47.8% | +11.1% | +36.7% | +45.2% |
| 1Y | +174.3% | +3.0% | +171.3% | +177.9% |
| All | +593.8% | +57.6% | +536.2% | +553.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling