+411.1%
PWR vs SEI
+889.7%
-478.6%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.4% | -0.4% |
| 7D | +11.3% | +10.5% | +0.8% | +8.9% |
| 30D | -8.9% | -8.0% | -0.8% | -7.3% |
| 3M | -10.5% | +6.7% | -17.2% | -12.4% |
| 6M | -22.2% | -17.0% | -5.1% | -20.7% |
| YTD | +42.7% | +39.7% | +3.1% | +30.6% |
| 1Y | +41.1% | +43.2% | -2.1% | +28.2% |
| 3Y | +242.7% | +676.3% | -433.6% | +125.7% |
| All | +411.1% | +889.7% | -478.6% | +217.5% |
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