+202.9%
PWR vs SEI
+560.9%
-358.0%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -5.2% | +3.9% | -0.1% |
| 7D | -0.2% | +20.7% | -20.9% | -4.8% |
| 30D | -7.7% | +9.1% | -16.8% | -10.0% |
| 3M | -4.9% | -6.0% | +1.1% | -5.1% |
| 6M | +9.7% | +18.9% | -9.2% | +4.0% |
| YTD | +46.7% | +40.1% | +6.6% | +33.5% |
| 1Y | +58.7% | +120.6% | -61.9% | +32.0% |
| All | +202.9% | +560.9% | -358.0% | +118.7% |
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