-16.0%
PCG vs SEI
+18.6%
-34.6%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -16.9% | +17.7% | +0.8% |
| 7D | +1.9% | -16.4% | +18.3% | +1.8% |
| 30D | +8.5% | -22.9% | +31.4% | +8.3% |
| 3M | -22.9% | -0.3% | -22.6% | -22.6% |
| 6M | -16.8% | -22.3% | +5.6% | -17.0% |
| YTD | -15.8% | +26.2% | -41.9% | -14.6% |
| 1Y | -16.0% | +8.2% | -24.2% | -15.9% |
| All | -16.0% | +18.6% | -34.6% | -15.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling