+245.9%
IAU vs SEI
+644.4%
-398.5%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +5.1% | -4.6% | +0.4% |
| 7D | -2.0% | +22.6% | -24.6% | -2.5% |
| 30D | -1.5% | +9.1% | -10.6% | -1.8% |
| 3M | +3.3% | -11.3% | +14.6% | +3.3% |
| 6M | -16.2% | +22.0% | -38.3% | -16.9% |
| YTD | +0.7% | +47.3% | -46.6% | -0.5% |
| 1Y | +19.2% | +124.8% | -105.5% | +16.9% |
| 3Y | +124.4% | +591.3% | -466.9% | +113.0% |
| 5Y | +140.0% | +1,008.2% | -868.2% | +125.4% |
| All | +245.9% | +644.4% | -398.5% | +223.1% |
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