+85.6%
SYF vs SEI
+1,021.5%
-936.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +5.8% | -7.4% | -2.6% |
| 7D | -1.3% | +28.2% | -29.6% | -5.6% |
| 30D | -1.1% | +15.5% | -16.6% | -3.9% |
| 3M | +7.4% | -1.4% | +8.8% | +5.8% |
| 6M | +16.2% | +37.4% | -21.2% | +6.5% |
| YTD | -6.1% | +47.8% | -53.9% | -16.0% |
| 1Y | +3.4% | +174.3% | -170.9% | -19.6% |
| 3Y | +162.9% | +598.5% | -435.6% | +54.9% |
| 5Y | +85.6% | +1,026.2% | -940.6% | -12.9% |
| All | +85.6% | +1,021.5% | -936.0% | -12.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling