+954.5%
SEI vs GRMN
+73.8%
+880.6%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | 0.0% | -5.2% | -5.2% |
| 7D | +20.7% | -1.8% | +22.4% | +21.3% |
| 30D | +9.1% | -12.1% | +21.2% | +13.7% |
| 3M | -6.0% | +18.0% | -24.0% | -12.3% |
| 6M | +18.9% | +13.7% | +5.2% | +12.0% |
| YTD | +40.1% | +35.3% | +4.8% | +22.5% |
| 1Y | +120.6% | +17.2% | +103.4% | +103.3% |
| 3Y | +562.1% | +179.6% | +382.5% | +376.6% |
| 5Y | +954.5% | +75.6% | +878.9% | +603.8% |
| All | +954.5% | +73.8% | +880.6% | +603.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling