+954.5%
SEI vs GEN
+21.5%
+933.0%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.7% | -5.9% | -5.3% |
| 7D | +20.7% | -4.3% | +25.0% | +21.4% |
| 30D | +9.1% | +3.8% | +5.4% | +8.1% |
| 3M | -6.0% | +22.3% | -28.3% | -10.5% |
| 6M | +18.9% | +39.0% | -20.0% | +8.6% |
| YTD | +40.1% | +11.9% | +28.2% | +35.8% |
| 1Y | +120.6% | +4.5% | +116.1% | +117.9% |
| 3Y | +562.1% | +59.0% | +503.2% | +495.9% |
| 5Y | +954.5% | +22.0% | +932.5% | +809.1% |
| All | +954.5% | +21.5% | +933.0% | +809.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling