+84.4%
PL vs SEI
+139.3%
-54.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +16.3% | -18.0% | -7.0% |
| 7D | -7.5% | +28.8% | -36.4% | -15.6% |
| 30D | -25.6% | +10.4% | -35.9% | -28.6% |
| 3M | -45.6% | -11.4% | -34.2% | -44.2% |
| 6M | -29.5% | +31.2% | -60.7% | -34.7% |
| YTD | -9.7% | +39.7% | -49.4% | -18.4% |
| 1Y | +84.4% | +149.0% | -64.6% | +53.2% |
| All | +84.4% | +139.3% | -54.9% | +53.2% |
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