+591.3%
SEI vs GRMN
+190.9%
+400.3%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +4.2% | +0.8% | +3.7% |
| 7D | +22.6% | +2.4% | +20.2% | +21.6% |
| 30D | +9.1% | -8.5% | +17.6% | +12.3% |
| 3M | -11.3% | +19.5% | -30.8% | -17.8% |
| 6M | +22.0% | +21.2% | +0.8% | +11.9% |
| YTD | +47.3% | +41.0% | +6.2% | +25.0% |
| 1Y | +124.8% | +19.6% | +105.2% | +104.5% |
| 3Y | +591.3% | +183.8% | +407.5% | +414.7% |
| All | +591.3% | +190.9% | +400.3% | +414.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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