+23.6%
SYY vs SEI
+999.8%
-976.2%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +5.1% | -4.0% | +0.9% |
| 7D | +3.9% | +22.6% | -18.6% | +2.9% |
| 30D | -1.7% | +9.1% | -10.8% | -2.3% |
| 3M | +5.2% | -11.3% | +16.5% | +5.4% |
| 6M | -0.2% | +22.0% | -22.2% | -2.0% |
| YTD | +15.4% | +47.3% | -31.9% | +11.8% |
| 1Y | +5.6% | +124.8% | -119.2% | -0.8% |
| 3Y | +28.9% | +591.3% | -562.4% | +2.1% |
| All | +23.6% | +999.8% | -976.2% | -15.0% |
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