+126.5%
SEI vs PLTD
-77.3%
+203.8%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.3% | +2.3% | +14.0% | +17.0% |
| 7D | +28.8% | +4.5% | +24.3% | +30.5% |
| 30D | +10.4% | -0.7% | +11.1% | +9.9% |
| 3M | -11.4% | -31.0% | +19.6% | -19.5% |
| 6M | +31.2% | -24.8% | +56.0% | +24.5% |
| YTD | +39.7% | -18.6% | +58.3% | +39.6% |
| 1Y | +149.0% | -31.8% | +180.8% | +137.3% |
| All | +126.5% | -77.3% | +203.8% | +46.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling