-79.5%
PCG vs SEI
+616.9%
-696.4%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.7% | -5.7% | -1.5% |
| 7D | -2.2% | +12.4% | -14.7% | -3.8% |
| 30D | -0.5% | -18.3% | +17.8% | +1.0% |
| 3M | -24.0% | +10.4% | -34.4% | -26.0% |
| 6M | -18.6% | -12.9% | -5.7% | -19.4% |
| YTD | -17.7% | +41.8% | -59.5% | -24.4% |
| 1Y | -20.0% | +30.3% | -50.3% | -26.2% |
| 3Y | -20.2% | +697.3% | -717.6% | -50.0% |
| 5Y | +8.4% | +877.0% | -868.6% | -38.4% |
| All | -79.5% | +616.9% | -696.4% | -88.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling