+139.6%
SEI vs PLTD
-77.2%
+216.9%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.4% | +5.4% | +5.9% |
| 7D | +28.2% | -0.9% | +29.2% | +27.8% |
| 30D | +15.5% | +1.3% | +14.1% | +15.8% |
| 3M | -1.4% | -32.9% | +31.5% | -11.4% |
| 6M | +37.4% | -24.9% | +62.3% | +30.3% |
| YTD | +47.8% | -18.2% | +66.1% | +47.9% |
| 1Y | +174.3% | -28.7% | +203.0% | +166.4% |
| All | +139.6% | -77.2% | +216.9% | +54.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling