+560.2%
SEI vs PTC
-8.0%
+568.2%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.3% | -5.5% | +21.8% | +17.1% |
| 7D | +28.8% | -12.8% | +41.6% | +31.6% |
| 30D | +10.4% | -9.8% | +20.1% | +11.7% |
| 3M | -11.4% | -2.1% | -9.4% | -12.0% |
| 6M | +31.2% | -18.1% | +49.3% | +40.3% |
| YTD | +39.7% | -23.5% | +63.2% | +54.2% |
| 1Y | +149.0% | -37.4% | +186.3% | +208.1% |
| 3Y | +560.2% | -7.2% | +567.4% | +532.9% |
| All | +560.2% | -8.0% | +568.2% | +532.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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