+176.0%
PAAS vs SEI
+592.7%
-416.7%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +8.4% | -5.5% | +1.7% |
| 7D | +8.8% | -4.3% | +13.1% | +8.7% |
| 30D | -8.5% | -18.0% | +9.6% | -6.9% |
| 3M | -17.0% | +8.2% | -25.2% | -19.4% |
| 6M | -27.9% | -13.9% | -14.0% | -28.3% |
| YTD | -17.5% | +37.0% | -54.5% | -24.2% |
| 1Y | +22.8% | +24.5% | -1.7% | +13.8% |
| 3Y | +224.2% | +681.1% | -456.8% | +109.4% |
| 5Y | +73.6% | +787.5% | -713.8% | +6.7% |
| All | +176.0% | +592.7% | -416.7% | +56.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling