+557.7%
SEI vs PFGC
+59.5%
+498.2%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -1.3% | -3.9% | -4.6% |
| 7D | +20.7% | -4.8% | +25.5% | +23.1% |
| 30D | +9.1% | -17.2% | +26.3% | +18.3% |
| 3M | -6.0% | -6.3% | +0.3% | -5.2% |
| 6M | +18.9% | +8.8% | +10.1% | +8.8% |
| YTD | +40.1% | +4.9% | +35.2% | +30.7% |
| 1Y | +120.6% | -9.5% | +130.1% | +124.8% |
| All | +557.7% | +59.5% | +498.2% | +352.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling