+228.5%
PODD vs SEI
+644.4%
-415.9%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +5.1% | -7.1% | -2.5% |
| 7D | -10.5% | +22.6% | -33.1% | -12.3% |
| 30D | -9.0% | +9.1% | -18.1% | -10.1% |
| 3M | -11.5% | -11.3% | -0.2% | -11.5% |
| 6M | -44.7% | +22.0% | -66.8% | -46.9% |
| YTD | -53.6% | +47.3% | -100.8% | -56.5% |
| 1Y | -61.0% | +124.8% | -185.7% | -65.4% |
| 3Y | -24.7% | +591.3% | -616.0% | -45.5% |
| 5Y | -55.5% | +1,008.2% | -1,063.7% | -70.3% |
| All | +228.5% | +644.4% | -415.9% | +113.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling