+99.6%
PSX vs SEI
+105.8%
-6.2%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.4% | -3.3% | +0.2% |
| 7D | +4.5% | +10.2% | -5.7% | +4.6% |
| 30D | +26.6% | -1.0% | +27.6% | +26.6% |
| 3M | +39.3% | -27.9% | +67.2% | +38.5% |
| 6M | +56.8% | +10.4% | +46.4% | +54.9% |
| YTD | +101.8% | +20.1% | +81.7% | +98.1% |
| 1Y | +99.6% | +109.7% | -10.1% | +111.0% |
| All | +99.6% | +105.8% | -6.2% | +111.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling