+33.3%
PLD vs SEI
+565.5%
-532.2%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +14.3% | -15.5% | -2.0% |
| 7D | -0.8% | -18.3% | +17.5% | +0.1% |
| 30D | -0.3% | -24.4% | +24.2% | +0.9% |
| 3M | -8.0% | +1.5% | -9.6% | -8.8% |
| 6M | -9.8% | -25.1% | +15.3% | -9.4% |
| YTD | +1.8% | +26.4% | -24.7% | -2.3% |
| 1Y | +5.6% | +8.9% | -3.3% | +2.2% |
| 3Y | +33.3% | +586.7% | -553.4% | +6.5% |
| All | +33.3% | +565.5% | -532.2% | +6.5% |
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 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