+56.4%
PR vs SEI
+616.9%
-560.5%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +4.7% | -2.0% | +0.7% |
| 7D | -0.5% | +12.4% | -12.9% | -6.4% |
| 30D | -4.6% | -18.3% | +13.6% | +0.7% |
| 3M | +4.7% | +10.4% | -5.7% | -6.5% |
| 6M | +12.4% | -12.9% | +25.3% | +6.1% |
| YTD | +62.9% | +41.8% | +21.0% | +12.5% |
| 1Y | +70.6% | +30.3% | +40.3% | +20.0% |
| 3Y | +90.0% | +697.3% | -607.3% | -71.9% |
| 5Y | +255.5% | +877.0% | -621.4% | -61.0% |
| All | +56.4% | +616.9% | -560.5% | -73.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling