+307.5%
PCAR vs SEI
+647.2%
-339.6%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +5.8% | -6.3% | -1.2% |
| 7D | -0.2% | +28.2% | -28.4% | -3.4% |
| 30D | -6.9% | +15.5% | -22.4% | -8.9% |
| 3M | +2.1% | -1.4% | +3.5% | +1.0% |
| 6M | +1.6% | +37.4% | -35.8% | -4.5% |
| YTD | +12.2% | +47.8% | -35.6% | +3.8% |
| 1Y | +28.0% | +174.3% | -146.3% | +7.4% |
| 3Y | +61.0% | +598.5% | -537.5% | +6.7% |
| 5Y | +163.9% | +1,026.2% | -862.3% | +51.8% |
| All | +307.5% | +647.2% | -339.6% | +128.8% |
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