+39.7%
PPL vs SEI
+539.1%
-499.4%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +14.3% | -14.8% | -1.5% |
| 7D | +0.4% | -18.3% | +18.7% | +1.5% |
| 30D | +5.4% | -24.4% | +29.9% | +6.8% |
| 3M | +4.3% | +1.5% | +2.7% | +3.2% |
| 6M | -1.3% | -25.1% | +23.8% | -0.9% |
| YTD | +4.7% | +26.4% | -21.8% | +0.2% |
| 1Y | +1.3% | +8.9% | -7.7% | -2.2% |
| 3Y | +57.2% | +586.7% | -529.4% | +18.2% |
| 5Y | +48.2% | +717.9% | -669.7% | +4.7% |
| All | +39.7% | +539.1% | -499.4% | -11.4% |
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