+26.8%
PL vs SEI
+587.2%
-560.4%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +14.3% | -3.9% | +6.6% |
| 7D | -6.8% | -18.3% | +11.5% | -2.0% |
| 30D | -29.3% | -24.4% | -4.9% | -24.6% |
| 3M | -44.8% | +1.5% | -46.3% | -45.8% |
| 6M | -68.4% | -25.1% | -43.2% | -66.5% |
| YTD | -36.4% | +26.4% | -62.8% | -41.4% |
| 1Y | +0.7% | +8.9% | -8.2% | -4.7% |
| 3Y | +455.3% | +586.7% | -131.3% | +219.7% |
| 5Y | +22.7% | +717.9% | -695.2% | -33.0% |
| All | +26.8% | +587.2% | -560.4% | -30.7% |
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