+106.6%
PSA vs SEI
+644.4%
-537.8%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +5.1% | -4.5% | +0.5% |
| 7D | -1.8% | +22.6% | -24.4% | -2.3% |
| 30D | -8.4% | +9.1% | -17.5% | -8.6% |
| 3M | -7.8% | -11.3% | +3.5% | -7.7% |
| 6M | +0.8% | +22.0% | -21.2% | -0.3% |
| YTD | +16.5% | +47.3% | -30.8% | +14.3% |
| 1Y | +4.7% | +124.8% | -120.1% | +0.9% |
| 3Y | +21.1% | +591.3% | -570.2% | +8.0% |
| 5Y | +14.2% | +1,008.2% | -994.0% | -1.3% |
| All | +106.6% | +644.4% | -537.8% | +70.2% |
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 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