+79.9%
PL vs SEI
+659.3%
-579.4%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +16.3% | -18.0% | -5.8% |
| 7D | -7.5% | +28.8% | -36.4% | -13.7% |
| 30D | -25.6% | +10.4% | -35.9% | -27.9% |
| 3M | -45.6% | -11.4% | -34.2% | -44.6% |
| 6M | -29.5% | +31.2% | -60.7% | -34.8% |
| YTD | -9.7% | +39.7% | -49.4% | -18.2% |
| 1Y | +84.4% | +149.0% | -64.6% | +44.5% |
| 3Y | +550.0% | +560.2% | -10.2% | +276.5% |
| 5Y | +79.0% | +955.7% | -876.7% | -3.8% |
| All | +79.9% | +659.3% | -579.4% | -3.3% |
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