+156.3%
PAAS vs SEI
+616.9%
-460.6%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +4.7% | -6.1% | -2.0% |
| 7D | -5.2% | +12.4% | -17.6% | -7.0% |
| 30D | -13.9% | -18.3% | +4.3% | -12.4% |
| 3M | -23.8% | +10.4% | -34.2% | -26.2% |
| 6M | -36.4% | -12.9% | -23.5% | -36.9% |
| YTD | -23.4% | +41.8% | -65.2% | -30.0% |
| 1Y | +5.6% | +30.3% | -24.7% | -2.8% |
| 3Y | +209.7% | +697.3% | -487.7% | +99.4% |
| 5Y | +55.6% | +877.0% | -821.4% | -5.7% |
| All | +156.3% | +616.9% | -460.6% | +44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 10y: compounded portfolio wealth divided by compounded SEI 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…
10y analysis · Full analysis span regression · 6 months rolling