+124.8%
SEI vs PFGC
-10.1%
+134.8%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.4% | +5.5% | +5.1% |
| 7D | +22.6% | -4.8% | +27.3% | +22.1% |
| 30D | +9.1% | -12.5% | +21.6% | +8.2% |
| 3M | -11.3% | -9.7% | -1.6% | -13.0% |
| 6M | +22.0% | +7.0% | +15.0% | +16.5% |
| YTD | +47.3% | +4.5% | +42.8% | +47.7% |
| 1Y | +124.8% | -11.6% | +136.3% | +110.9% |
| All | +124.8% | -10.1% | +134.8% | +110.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC 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 1y: compounded portfolio wealth divided by compounded PFGC 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…
1y analysis · Full analysis span regression · 6 months rolling