+901.7%
SEI vs GEN
+31.4%
+870.4%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.6% | -0.2% |
| 7D | +27.6% | -3.0% | +30.6% | +27.9% |
| 30D | -17.1% | +24.7% | -41.8% | -19.6% |
| 3M | +4.6% | +4.1% | +0.5% | +3.2% |
| 6M | -15.1% | +36.0% | -51.1% | -21.8% |
| YTD | +41.2% | +10.9% | +30.3% | +36.7% |
| 1Y | +37.5% | +12.2% | +25.4% | +32.6% |
| 3Y | +693.7% | +63.3% | +630.4% | +611.3% |
| 5Y | +901.7% | +29.0% | +872.7% | +708.7% |
| All | +901.7% | +31.4% | +870.4% | +708.7% |
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