+92.0%
SYY vs SEI
+647.2%
-555.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +5.8% | -3.6% | +1.5% |
| 7D | -0.2% | +28.2% | -28.5% | -3.1% |
| 30D | -2.7% | +15.5% | -18.2% | -4.6% |
| 3M | +5.9% | -1.4% | +7.3% | +4.7% |
| 6M | -2.3% | +37.4% | -39.7% | -7.9% |
| YTD | +13.1% | +47.8% | -34.7% | +5.1% |
| 1Y | +3.8% | +174.3% | -170.5% | -12.5% |
| 3Y | +26.7% | +598.5% | -571.7% | -18.2% |
| 5Y | +19.4% | +1,026.2% | -1,006.8% | -34.8% |
| All | +92.0% | +647.2% | -555.2% | +1.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling