+156.2%
PSX vs SEI
+684.3%
-528.1%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.1% | +1.8% | +0.8% |
| 7D | +7.8% | +10.5% | -2.6% | +7.0% |
| 30D | -10.9% | -8.0% | -2.9% | -10.7% |
| 3M | +14.5% | +6.7% | +7.7% | +13.2% |
| 6M | +56.1% | -17.0% | +73.1% | +55.9% |
| YTD | +109.6% | +39.7% | +69.9% | +98.2% |
| 1Y | +95.5% | +43.2% | +52.3% | +84.0% |
| 3Y | +156.2% | +676.3% | -520.2% | +98.6% |
| All | +156.2% | +684.3% | -528.1% | +98.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling