+542.7%
PBR vs SEI
+999.8%
-457.1%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +5.1% | -5.9% | -1.5% |
| 7D | +5.4% | +22.6% | -17.2% | +2.6% |
| 30D | +22.9% | +9.1% | +13.8% | +21.1% |
| 3M | +19.6% | -11.3% | +31.0% | +20.0% |
| 6M | +16.5% | +22.0% | -5.5% | +11.0% |
| YTD | +86.7% | +47.3% | +39.4% | +71.8% |
| 1Y | +74.7% | +124.8% | -50.0% | +48.5% |
| 3Y | +102.6% | +591.3% | -488.7% | +23.8% |
| All | +542.7% | +999.8% | -457.1% | +216.3% |
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