+955.7%
SEI vs PRU
+45.5%
+910.2%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.3% | -2.2% | +18.5% | +18.0% |
| 7D | +28.8% | +1.9% | +26.9% | +26.5% |
| 30D | +10.4% | -0.4% | +10.8% | +10.5% |
| 3M | -11.4% | +16.4% | -27.9% | -23.1% |
| 6M | +31.2% | +26.0% | +5.2% | +5.5% |
| YTD | +39.7% | +9.9% | +29.8% | +26.5% |
| 1Y | +149.0% | +18.8% | +130.2% | +109.6% |
| 3Y | +560.2% | +45.3% | +514.8% | +368.9% |
| 5Y | +955.7% | +45.6% | +910.1% | +602.8% |
| All | +955.7% | +45.5% | +910.2% | +602.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling