+240.4%
SYF vs SEI
+605.9%
-365.6%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.1% | +1.9% | +1.1% |
| 7D | -2.0% | +10.5% | -12.5% | -4.2% |
| 30D | +1.2% | -8.0% | +9.2% | +1.1% |
| 3M | -9.4% | +6.7% | -16.1% | -13.6% |
| 6M | +4.4% | -17.0% | +21.4% | +3.1% |
| YTD | -11.9% | +39.7% | -51.6% | -25.4% |
| 1Y | -0.4% | +43.2% | -43.6% | -16.8% |
| 3Y | +159.6% | +676.3% | -516.8% | +17.3% |
| 5Y | +60.9% | +891.0% | -830.1% | -39.2% |
| All | +240.4% | +605.9% | -365.6% | +24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 SEI 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