+234.5%
PAAS vs SEI
+507.3%
-272.8%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +3.4% | -5.8% | -2.9% |
| 7D | -2.9% | +10.2% | -13.1% | -4.3% |
| 30D | +6.8% | -1.0% | +7.8% | +6.8% |
| 3M | -2.9% | -27.9% | +25.0% | +0.9% |
| 6M | -16.4% | +10.4% | -26.8% | -19.0% |
| YTD | 0.0% | +20.1% | -20.1% | -4.9% |
| 1Y | +54.3% | +109.7% | -55.4% | +34.6% |
| 3Y | +230.7% | +458.6% | -228.0% | +128.0% |
| 5Y | +111.6% | +775.3% | -663.6% | +32.2% |
| All | +234.5% | +507.3% | -272.8% | +96.3% |
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