-77.9%
PCG vs SEI
+647.2%
-725.1%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +5.8% | -10.1% | -4.9% |
| 7D | +6.5% | +28.2% | -21.8% | +3.3% |
| 30D | -16.7% | +15.5% | -32.2% | -18.4% |
| 3M | -14.2% | -1.4% | -12.8% | -15.2% |
| 6M | -21.5% | +37.4% | -58.9% | -26.1% |
| YTD | -11.2% | +47.8% | -59.0% | -17.9% |
| 1Y | -4.2% | +174.3% | -178.5% | -19.9% |
| 3Y | -14.9% | +598.5% | -613.3% | -44.6% |
| 5Y | +54.2% | +1,026.2% | -972.0% | -13.9% |
| All | -77.9% | +647.2% | -725.1% | -87.9% |
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 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