+67.6%
PCAR vs SEI
+471.5%
-403.9%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.4% | -3.3% | -0.1% |
| 7D | -0.5% | +10.2% | -10.8% | -1.2% |
| 30D | -6.2% | -1.0% | -5.2% | -6.3% |
| 3M | +5.9% | -27.9% | +33.8% | +7.7% |
| 6M | +0.4% | +10.4% | -10.0% | -1.3% |
| YTD | +14.8% | +20.1% | -5.3% | +11.8% |
| 1Y | +30.1% | +109.7% | -79.6% | +20.8% |
| All | +67.6% | +471.5% | -403.9% | +39.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling