+689.9%
SEI vs PRU
+71.1%
+618.8%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -1.5% | +7.3% | +7.0% |
| 7D | +28.2% | -1.9% | +30.1% | +29.6% |
| 30D | +15.5% | -2.6% | +18.1% | +17.5% |
| 3M | -1.4% | +14.7% | -16.1% | -12.8% |
| 6M | +37.4% | +25.7% | +11.7% | +12.1% |
| YTD | +47.8% | +8.3% | +39.6% | +36.0% |
| 1Y | +174.3% | +17.3% | +157.0% | +135.6% |
| 3Y | +598.5% | +43.2% | +555.3% | +415.4% |
| 5Y | +1,026.2% | +43.5% | +982.7% | +722.1% |
| All | +689.9% | +71.1% | +618.8% | +362.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 PRU 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