+542.0%
SEI vs GEN
+101.7%
+440.3%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -2.2% | +5.6% | +3.9% |
| 7D | +10.2% | -1.2% | +11.4% | +10.5% |
| 30D | -1.0% | +10.1% | -11.2% | -3.3% |
| 3M | -27.9% | +16.1% | -44.0% | -30.9% |
| 6M | +10.4% | +38.9% | -28.5% | +0.2% |
| YTD | +20.1% | +14.4% | +5.7% | +14.5% |
| 1Y | +109.7% | +5.9% | +103.9% | +103.8% |
| 3Y | +458.6% | +58.8% | +399.8% | +389.7% |
| 5Y | +775.3% | +24.7% | +750.6% | +686.6% |
| All | +542.0% | +101.7% | +440.3% | +370.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling