+116.5%
SEI vs PLTU
+140.2%
-23.7%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.8% | +6.6% | +5.9% |
| 7D | +28.2% | -0.8% | +29.0% | +27.8% |
| 30D | +15.5% | -8.8% | +24.3% | +15.8% |
| 3M | -1.4% | +41.7% | -43.0% | -11.6% |
| 6M | +37.4% | -9.3% | +46.7% | +29.8% |
| YTD | +47.8% | -35.2% | +83.1% | +47.2% |
| 1Y | +174.3% | -29.5% | +203.8% | +163.2% |
| All | +116.5% | +140.2% | -23.7% | +36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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