+44.7%
IBKR vs SEI
+105.8%
-61.1%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.4% | -3.8% | -1.1% |
| 7D | -3.3% | +10.2% | -13.5% | -5.4% |
| 30D | +4.5% | -1.0% | +5.5% | +4.4% |
| 3M | +6.5% | -27.9% | +34.4% | +12.5% |
| 6M | +34.2% | +10.4% | +23.8% | +26.2% |
| YTD | +44.5% | +20.1% | +24.3% | +32.1% |
| 1Y | +44.7% | +109.7% | -65.0% | +24.3% |
| All | +44.7% | +105.8% | -61.1% | +24.3% |
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