+131.2%
PNC vs SEI
+594.6%
-463.3%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +5.1% | -4.6% | +0.1% |
| 7D | -0.6% | +22.6% | -23.1% | -2.5% |
| 30D | -4.4% | +9.1% | -13.5% | -5.4% |
| 3M | +5.2% | -11.3% | +16.6% | +5.5% |
| 6M | +20.6% | +22.0% | -1.4% | +16.4% |
| YTD | +19.8% | +47.3% | -27.5% | +12.6% |
| 1Y | +24.4% | +124.8% | -100.3% | +10.4% |
| 3Y | +131.2% | +591.3% | -460.0% | +68.7% |
| All | +131.2% | +594.6% | -463.3% | +68.7% |
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 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