+159.9%
PAAS vs SEI
+584.5%
-424.6%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -1.2% | -4.6% | -5.7% |
| 7D | +4.2% | -10.8% | +15.0% | +5.2% |
| 30D | -13.8% | -19.0% | +5.2% | -12.2% |
| 3M | -22.7% | +5.8% | -28.5% | -24.7% |
| 6M | -32.1% | -14.9% | -17.2% | -32.3% |
| YTD | -22.3% | +35.4% | -57.7% | -28.5% |
| 1Y | +7.7% | +23.9% | -16.2% | -0.2% |
| 3Y | +214.0% | +661.3% | -447.3% | +103.6% |
| 5Y | +63.2% | +822.2% | -759.0% | -0.2% |
| All | +159.9% | +584.5% | -424.6% | +47.5% |
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