+9.2%
IBKR vs SEI
+11.8%
-2.6%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -16.9% | +17.5% | +4.0% |
| 7D | -6.8% | -16.4% | +9.7% | -3.7% |
| 30D | -12.5% | -22.9% | +10.3% | -8.6% |
| 3M | -12.0% | -0.3% | -11.8% | -14.0% |
| 6M | -4.5% | -22.3% | +17.8% | -2.7% |
| YTD | +21.5% | +26.2% | -4.7% | +5.0% |
| All | +9.2% | +11.8% | -2.6% | -3.2% |
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