+257.8%
PCAR vs SEI
+605.9%
-348.1%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.4% | +0.4% |
| 7D | +4.9% | +10.5% | -5.5% | +3.8% |
| 30D | -1.4% | -8.0% | +6.6% | -1.4% |
| 3M | -18.1% | +6.7% | -24.9% | -20.3% |
| 6M | -4.0% | -17.0% | +13.0% | -4.6% |
| YTD | -1.5% | +39.7% | -41.1% | -9.5% |
| 1Y | +13.2% | +43.2% | -30.0% | +3.1% |
| 3Y | +35.8% | +676.3% | -640.5% | -13.0% |
| 5Y | +114.6% | +891.0% | -776.4% | +24.6% |
| All | +257.8% | +605.9% | -348.1% | +99.3% |
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 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