+82.3%
PL vs SEI
+770.7%
-688.4%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.4% | -4.7% | -2.2% |
| 7D | -9.3% | +10.2% | -19.6% | -11.7% |
| 30D | -18.9% | -1.0% | -17.9% | -18.9% |
| 3M | -58.4% | -27.9% | -30.4% | -54.7% |
| 6M | -30.3% | +10.4% | -40.7% | -32.5% |
| YTD | -8.1% | +20.1% | -28.3% | -13.5% |
| 1Y | +180.5% | +109.7% | +70.8% | +127.6% |
| 3Y | +444.1% | +458.6% | -14.5% | +216.8% |
| All | +82.3% | +770.7% | -688.4% | -8.0% |
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