+168.2%
PCAR vs SEI
+924.7%
-756.5%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +16.3% | -18.1% | -3.1% |
| 7D | 0.0% | +28.8% | -28.8% | -2.2% |
| 30D | -7.7% | +10.4% | -18.1% | -8.7% |
| 3M | +3.7% | -11.4% | +15.1% | +4.0% |
| 6M | +2.3% | +31.2% | -28.9% | -1.5% |
| YTD | +12.8% | +39.7% | -26.9% | +7.5% |
| 1Y | +27.8% | +149.0% | -121.2% | +14.2% |
| 3Y | +61.8% | +560.2% | -498.4% | +21.8% |
| 5Y | +168.2% | +955.7% | -787.5% | +77.9% |
| All | +168.2% | +924.7% | -756.5% | +77.9% |
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