+87.0%
PR vs SEI
+18.6%
+68.5%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -16.9% | +10.4% | -5.9% |
| 7D | -12.1% | -16.4% | +4.3% | -11.5% |
| 30D | +0.9% | -22.9% | +23.8% | +1.7% |
| 3M | +10.1% | -0.3% | +10.4% | +10.6% |
| 6M | +1.1% | -22.3% | +23.4% | +1.9% |
| YTD | +63.7% | +26.2% | +37.5% | +63.7% |
| 1Y | +87.0% | +8.2% | +78.8% | +90.8% |
| All | +87.0% | +18.6% | +68.5% | +90.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling