+30.7%
PM vs SEI
+29.5%
+1.2%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +4.7% | -3.7% | +1.5% |
| 7D | -7.1% | +12.4% | -19.5% | -6.0% |
| 30D | -2.8% | -18.3% | +15.5% | -4.0% |
| 3M | +6.3% | +10.4% | -4.1% | +8.2% |
| 6M | +9.6% | -12.9% | +22.5% | +11.0% |
| YTD | +25.6% | +41.8% | -16.2% | +32.7% |
| All | +30.7% | +29.5% | +1.2% | +38.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling