+43.2%
SEI vs PRU
+20.9%
+22.2%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -2.0% | -1.0% |
| 7D | +10.5% | +3.6% | +6.8% | +10.9% |
| 30D | -8.0% | +8.9% | -16.9% | -7.6% |
| 3M | +6.7% | +0.2% | +6.6% | +9.4% |
| 6M | -17.0% | +23.7% | -40.8% | -23.3% |
| YTD | +39.7% | +13.7% | +25.9% | +32.1% |
| 1Y | +43.2% | +20.6% | +22.5% | +31.2% |
| All | +43.2% | +20.9% | +22.2% | +31.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling