+208.7%
PLD vs SEI
+613.6%
-404.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.7% | -1.1% |
| 7D | 0.0% | +27.6% | -27.6% | -2.2% |
| 30D | -3.7% | -17.1% | +13.4% | -2.8% |
| 3M | -7.9% | +4.6% | -12.5% | -9.4% |
| 6M | -9.2% | -15.1% | +5.9% | -9.7% |
| YTD | +3.1% | +41.2% | -38.1% | -3.5% |
| 1Y | +6.2% | +37.5% | -31.3% | -0.7% |
| 3Y | +35.4% | +693.7% | -658.2% | -2.7% |
| 5Y | +0.1% | +901.7% | -901.6% | -32.3% |
| All | +208.7% | +613.6% | -404.9% | +92.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling