+1,009.1%
IBKR vs SEI
+644.4%
+364.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +5.1% | -2.9% | +1.2% |
| 7D | -1.3% | +22.6% | -23.9% | -5.7% |
| 30D | -0.2% | +9.1% | -9.3% | -2.6% |
| 3M | +3.0% | -11.3% | +14.3% | +3.6% |
| 6M | +33.9% | +22.0% | +11.8% | +25.1% |
| YTD | +42.5% | +47.3% | -4.8% | +27.3% |
| 1Y | +44.9% | +124.8% | -79.9% | +17.6% |
| 3Y | +293.0% | +591.3% | -298.3% | +135.0% |
| 5Y | +497.7% | +1,008.2% | -510.6% | +203.2% |
| All | +1,009.1% | +644.4% | +364.7% | +482.2% |
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 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