+13.5%
PSA vs SEI
+950.2%
-936.7%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.2% | +5.2% | +0.1% |
| 7D | -3.6% | +20.7% | -24.3% | -3.8% |
| 30D | -9.4% | +9.1% | -18.5% | -9.5% |
| 3M | -8.2% | -6.0% | -2.2% | -8.1% |
| 6M | -1.8% | +18.9% | -20.8% | -2.5% |
| YTD | +15.7% | +40.1% | -24.4% | +14.4% |
| 1Y | +6.3% | +120.6% | -114.4% | +3.6% |
| 3Y | +21.6% | +562.1% | -540.6% | +10.3% |
| 5Y | +13.5% | +954.5% | -941.0% | +6.5% |
| All | +13.5% | +950.2% | -936.7% | +6.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling