+94.8%
SEI vs PLTD
-77.8%
+172.6%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +4.6% | -1.2% | +4.9% |
| 7D | +10.2% | +5.9% | +4.3% | +12.3% |
| 30D | -1.0% | -11.6% | +10.6% | -4.8% |
| 3M | -27.9% | -29.9% | +2.0% | -33.8% |
| 6M | +10.4% | -28.5% | +38.9% | +2.8% |
| YTD | +20.1% | -20.4% | +40.5% | +19.3% |
| 1Y | +109.7% | -33.3% | +143.0% | +98.8% |
| All | +94.8% | -77.8% | +172.6% | +24.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling