+52.4%
PR vs SEI
+539.1%
-486.7%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +14.3% | -12.4% | -4.3% |
| 7D | -16.4% | -18.3% | +1.9% | -9.9% |
| 30D | -1.9% | -24.4% | +22.5% | +7.3% |
| 3M | +8.0% | +1.5% | +6.4% | +0.2% |
| 6M | +4.1% | -25.1% | +29.2% | +5.4% |
| YTD | +58.7% | +26.4% | +32.3% | +15.5% |
| 1Y | +75.8% | +8.9% | +66.9% | +34.6% |
| 3Y | +73.2% | +586.7% | -513.5% | -72.3% |
| 5Y | +230.1% | +717.9% | -487.8% | -59.9% |
| All | +52.4% | +539.1% | -486.7% | -72.5% |
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