+954.5%
SEI vs PFG
+108.9%
+845.5%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.8% | -6.0% | -5.7% |
| 7D | +20.7% | -3.0% | +23.6% | +22.8% |
| 30D | +9.1% | +2.5% | +6.6% | +6.9% |
| 3M | -6.0% | +6.1% | -12.1% | -11.0% |
| 6M | +18.9% | +31.3% | -12.4% | -3.7% |
| YTD | +40.1% | +33.6% | +6.6% | +10.9% |
| 1Y | +120.6% | +48.5% | +72.1% | +61.2% |
| 3Y | +562.1% | +69.6% | +492.5% | +343.9% |
| 5Y | +954.5% | +111.5% | +843.0% | +462.9% |
| All | +954.5% | +108.9% | +845.5% | +462.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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