-79.3%
PCG vs SEI
+584.5%
-663.8%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.2% | +1.9% | +0.8% |
| 7D | -0.5% | -10.8% | +10.4% | +0.4% |
| 30D | +0.8% | -19.0% | +19.8% | +2.3% |
| 3M | -22.0% | +5.8% | -27.8% | -23.7% |
| 6M | -17.1% | -14.9% | -2.2% | -17.7% |
| YTD | -16.9% | +35.4% | -52.3% | -23.3% |
| 1Y | -19.1% | +23.9% | -42.9% | -24.9% |
| 3Y | -19.4% | +661.3% | -680.7% | -49.2% |
| 5Y | +9.0% | +822.2% | -813.2% | -37.6% |
| All | -79.3% | +584.5% | -663.8% | -88.7% |
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