+469.4%
PWR vs SEI
+999.8%
-530.4%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +5.1% | +0.1% | +4.1% |
| 7D | +4.2% | +22.6% | -18.4% | -0.4% |
| 30D | -4.0% | +9.1% | -13.1% | -6.1% |
| 3M | -4.8% | -11.3% | +6.6% | -3.8% |
| 6M | +14.6% | +22.0% | -7.4% | +8.6% |
| YTD | +54.2% | +47.3% | +7.0% | +40.2% |
| 1Y | +67.1% | +124.8% | -57.7% | +40.4% |
| 3Y | +218.5% | +591.3% | -372.8% | +114.7% |
| All | +469.4% | +999.8% | -530.4% | +251.0% |
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 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