+83.0%
PL vs SEI
+553.0%
-469.9%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.4% | -4.7% | -2.1% |
| 7D | -9.3% | +10.2% | -19.6% | -11.6% |
| 30D | -18.9% | -1.0% | -17.9% | -18.9% |
| 3M | -58.4% | -27.9% | -30.4% | -54.9% |
| 6M | -30.3% | +10.4% | -40.7% | -32.4% |
| YTD | -8.1% | +20.1% | -28.3% | -13.2% |
| 1Y | +180.5% | +109.7% | +70.8% | +130.0% |
| 3Y | +444.1% | +458.6% | -14.5% | +229.7% |
| 5Y | +83.0% | +775.3% | -692.3% | +2.6% |
| All | +83.0% | +553.0% | -469.9% | +2.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling