+172.2%
PNC vs SEI
+647.2%
-475.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +5.8% | -6.7% | -1.9% |
| 7D | -0.7% | +28.2% | -29.0% | -5.2% |
| 30D | -4.4% | +15.5% | -19.9% | -7.3% |
| 3M | +4.5% | -1.4% | +5.9% | +2.7% |
| 6M | +19.1% | +37.4% | -18.4% | +8.7% |
| YTD | +18.0% | +47.8% | -29.8% | +5.0% |
| 1Y | +24.1% | +174.3% | -150.2% | -4.5% |
| 3Y | +130.0% | +598.5% | -468.5% | +25.4% |
| 5Y | +50.4% | +1,026.2% | -975.8% | -33.2% |
| All | +172.2% | +647.2% | -475.0% | +16.7% |
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 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