+47.1%
PPL vs SEI
+889.7%
-842.6%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.1% | +2.4% | +1.3% |
| 7D | -0.4% | +10.5% | -10.8% | -0.6% |
| 30D | +2.6% | -8.0% | +10.7% | +2.7% |
| 3M | +0.8% | +6.7% | -5.9% | +0.3% |
| 6M | +1.4% | -17.0% | +18.4% | +1.4% |
| YTD | +4.3% | +39.7% | -35.4% | +2.2% |
| 1Y | +0.8% | +43.2% | -42.4% | -1.5% |
| 3Y | +57.9% | +676.3% | -618.4% | +35.3% |
| All | +47.1% | +889.7% | -842.6% | +25.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling