+954.5%
SEI vs PFGC
+105.5%
+849.0%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -1.3% | -3.9% | -4.7% |
| 7D | +20.7% | -4.8% | +25.5% | +22.6% |
| 30D | +9.1% | -17.2% | +26.3% | +16.2% |
| 3M | -6.0% | -6.3% | +0.3% | -5.0% |
| 6M | +18.9% | +8.8% | +10.1% | +12.6% |
| YTD | +40.1% | +4.9% | +35.2% | +34.5% |
| 1Y | +120.6% | -9.5% | +130.1% | +123.3% |
| 3Y | +562.1% | +59.6% | +502.6% | +445.9% |
| 5Y | +954.5% | +113.5% | +841.0% | +662.7% |
| All | +954.5% | +105.5% | +849.0% | +662.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling