+213.5%
PLD vs SEI
+592.7%
-379.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +8.4% | -5.6% | +2.1% |
| 7D | +0.7% | -4.3% | +5.0% | +0.7% |
| 30D | +0.8% | -18.0% | +18.9% | +1.9% |
| 3M | -6.1% | +8.2% | -14.4% | -7.9% |
| 6M | -8.0% | -13.9% | +5.9% | -8.7% |
| YTD | +4.7% | +37.0% | -32.4% | -1.8% |
| 1Y | +7.2% | +24.5% | -17.3% | +1.2% |
| 3Y | +39.2% | +681.1% | -641.8% | +0.1% |
| 5Y | +1.9% | +787.5% | -785.6% | -30.1% |
| All | +213.5% | +592.7% | -379.2% | +95.5% |
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 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