+955.7%
SEI vs GPC
+29.0%
+926.6%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.3% | -2.9% | +19.2% | +17.0% |
| 7D | +28.8% | +0.2% | +28.7% | +28.6% |
| 30D | +10.4% | -0.4% | +10.7% | +10.2% |
| 3M | -11.4% | +39.2% | -50.6% | -21.6% |
| 6M | +31.2% | +18.2% | +13.0% | +22.5% |
| YTD | +39.7% | +12.1% | +27.6% | +32.7% |
| 1Y | +149.0% | -0.7% | +149.6% | +147.2% |
| 3Y | +560.2% | -1.7% | +561.9% | +528.3% |
| 5Y | +955.7% | +29.3% | +926.4% | +686.8% |
| All | +955.7% | +29.0% | +926.6% | +686.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 GPC 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