+59.6%
PR vs SEI
+613.6%
-554.0%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.5% | +2.5% | +2.2% |
| 7D | +6.7% | +27.6% | -20.9% | -4.8% |
| 30D | -6.1% | -17.1% | +11.0% | -1.5% |
| 3M | +6.9% | +4.6% | +2.3% | -2.1% |
| 6M | +14.6% | -15.1% | +29.7% | +9.4% |
| YTD | +66.1% | +41.2% | +25.0% | +15.0% |
| 1Y | +77.0% | +37.5% | +39.5% | +21.1% |
| 3Y | +93.8% | +693.7% | -599.8% | -71.3% |
| 5Y | +268.2% | +901.7% | -633.5% | -60.4% |
| All | +59.6% | +613.6% | -554.0% | -72.6% |
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 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