+251.1%
PH vs SEI
+1,021.5%
-770.4%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +5.8% | -6.5% | -1.5% |
| 7D | 0.0% | +28.2% | -28.2% | -3.9% |
| 30D | -10.3% | +15.5% | -25.8% | -12.6% |
| 3M | +5.1% | -1.4% | +6.4% | +3.9% |
| 6M | +2.3% | +37.4% | -35.1% | -4.6% |
| YTD | +8.7% | +47.8% | -39.1% | -0.5% |
| 1Y | +26.8% | +174.3% | -147.5% | +3.7% |
| 3Y | +139.2% | +598.5% | -459.3% | +53.4% |
| 5Y | +251.1% | +1,026.2% | -775.1% | +97.4% |
| All | +251.1% | +1,021.5% | -770.4% | +97.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling