+455.3%
PL vs SEI
+565.5%
-110.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +14.3% | -3.9% | +6.1% |
| 7D | -6.8% | -18.3% | +11.5% | -1.5% |
| 30D | -29.3% | -24.4% | -4.9% | -24.1% |
| 3M | -44.8% | +1.5% | -46.3% | -45.9% |
| 6M | -68.4% | -25.1% | -43.2% | -66.4% |
| YTD | -36.4% | +26.4% | -62.8% | -41.9% |
| 1Y | +0.7% | +8.9% | -8.2% | -5.4% |
| 3Y | +455.3% | +586.7% | -131.3% | +190.6% |
| All | +455.3% | +565.5% | -110.2% | +190.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling