+31.0%
PL vs SEI
+889.7%
-858.7%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.4% | -0.3% |
| 7D | +10.0% | +10.5% | -0.4% | +7.2% |
| 30D | -2.3% | -8.0% | +5.8% | -0.7% |
| 3M | -44.2% | +6.7% | -50.9% | -46.0% |
| 6M | -66.1% | -17.0% | -49.1% | -65.1% |
| YTD | -30.0% | +39.7% | -69.6% | -37.6% |
| 1Y | +21.0% | +43.2% | -22.1% | +6.4% |
| 3Y | +516.5% | +676.3% | -159.8% | +222.4% |
| All | +31.0% | +889.7% | -858.7% | -41.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling