+127.2%
SEI vs PLTD
-76.7%
+203.9%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +2.3% | -7.5% | -4.5% |
| 7D | +20.7% | +9.9% | +10.8% | +24.1% |
| 30D | +9.1% | +3.8% | +5.3% | +10.2% |
| 3M | -6.0% | -32.3% | +26.3% | -15.4% |
| 6M | +18.9% | -25.9% | +44.8% | +11.9% |
| YTD | +40.1% | -16.4% | +56.5% | +41.2% |
| 1Y | +120.6% | -25.2% | +145.8% | +117.9% |
| All | +127.2% | -76.7% | +203.9% | +47.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling