+8.2%
SEI vs PLTD
-16.1%
+24.3%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.9% | +2.4% | -19.3% | -16.5% |
| 7D | -16.4% | +14.4% | -30.9% | -14.3% |
| 30D | -22.9% | +8.6% | -31.5% | -21.1% |
| 3M | -0.3% | -9.2% | +8.9% | -0.6% |
| 6M | -22.3% | -29.5% | +7.2% | -23.5% |
| YTD | +26.2% | -20.2% | +46.4% | +34.4% |
| 1Y | +8.2% | -16.5% | +24.7% | +21.4% |
| All | +8.2% | -16.1% | +24.3% | +21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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