+19.2%
IAU vs SEI
+134.3%
-115.0%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +5.1% | -4.6% | +0.2% |
| 7D | -2.0% | +22.6% | -24.6% | -3.6% |
| 30D | -1.5% | +9.1% | -10.6% | -2.4% |
| 3M | +3.3% | -11.3% | +14.6% | +3.7% |
| 6M | -16.2% | +22.0% | -38.3% | -18.3% |
| YTD | +0.7% | +47.3% | -46.6% | -3.5% |
| 1Y | +19.2% | +124.8% | -105.5% | +10.7% |
| All | +19.2% | +134.3% | -115.0% | +10.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling