+630.0%
PBR vs SEI
+644.4%
-14.4%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +5.1% | -5.9% | -2.0% |
| 7D | +5.4% | +22.6% | -17.2% | 0.0% |
| 30D | +22.9% | +9.1% | +13.8% | +19.4% |
| 3M | +19.6% | -11.3% | +31.0% | +20.0% |
| 6M | +16.5% | +22.0% | -5.5% | +5.7% |
| YTD | +86.7% | +47.3% | +39.4% | +58.5% |
| 1Y | +74.7% | +124.8% | -50.0% | +28.2% |
| 3Y | +102.6% | +591.3% | -488.7% | -16.9% |
| 5Y | +566.6% | +1,008.2% | -441.6% | +99.6% |
| All | +630.0% | +644.4% | -14.4% | +115.7% |
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