+126.3%
PAAS vs SEI
+1,021.5%
-895.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +5.8% | -2.1% | +2.9% |
| 7D | +2.6% | +28.2% | -25.6% | -1.3% |
| 30D | +2.5% | +15.5% | -13.0% | -0.1% |
| 3M | +15.1% | -1.4% | +16.4% | +13.9% |
| 6M | -12.1% | +37.4% | -49.5% | -17.6% |
| YTD | +3.1% | +47.8% | -44.8% | -5.2% |
| 1Y | +50.8% | +174.3% | -123.5% | +26.2% |
| 3Y | +259.5% | +598.5% | -339.0% | +131.1% |
| 5Y | +126.3% | +1,026.2% | -899.9% | +30.3% |
| All | +126.3% | +1,021.5% | -895.2% | +30.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling