+7.3%
PL vs SEI
+22.6%
-15.3%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.5% | +8.4% | +6.1% | +11.3% |
| 7D | +10.9% | -4.3% | +15.1% | +12.1% |
| 30D | -16.4% | -18.0% | +1.7% | -11.5% |
| 3M | -39.9% | +8.2% | -48.2% | -43.0% |
| 6M | -63.2% | -13.9% | -49.3% | -62.0% |
| YTD | -27.1% | +37.0% | -64.2% | -34.9% |
| All | +7.3% | +22.6% | -15.3% | -7.8% |
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