+62.6%
PR vs SEI
+507.3%
-444.6%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.4% | -5.0% | -3.2% |
| 7D | +2.9% | +10.2% | -7.3% | -1.8% |
| 30D | +18.0% | -1.0% | +19.1% | +17.4% |
| 3M | +16.9% | -27.9% | +44.8% | +28.1% |
| 6M | +28.2% | +10.4% | +17.8% | +9.8% |
| YTD | +69.3% | +20.1% | +49.2% | +33.5% |
| 1Y | +69.5% | +109.7% | -40.2% | -7.8% |
| 3Y | +81.7% | +458.6% | -376.9% | -64.9% |
| 5Y | +422.2% | +775.3% | -353.0% | -37.5% |
| All | +62.6% | +507.3% | -444.6% | -68.2% |
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