-6.4%
PGR vs SEI
+105.8%
-112.2%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +3.4% | -5.6% | -1.8% |
| 7D | +0.1% | +10.2% | -10.1% | +1.4% |
| 30D | +2.9% | -1.0% | +3.9% | +3.0% |
| 3M | +12.1% | -27.9% | +40.0% | +9.4% |
| 6M | +3.7% | +10.4% | -6.7% | +5.8% |
| YTD | +2.4% | +20.1% | -17.8% | +5.7% |
| 1Y | -6.4% | +109.7% | -116.1% | -5.1% |
| All | -6.4% | +105.8% | -112.2% | -5.1% |
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