-21.8%
IDXX vs SEI
+134.3%
-156.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +5.1% | -5.5% | -0.3% |
| 7D | -5.7% | +22.6% | -28.3% | -5.5% |
| 30D | -11.5% | +9.1% | -20.6% | -11.3% |
| 3M | -9.5% | -11.3% | +1.8% | -8.8% |
| 6M | -16.0% | +22.0% | -38.0% | -17.6% |
| YTD | -25.4% | +47.3% | -72.7% | -28.4% |
| 1Y | -21.8% | +124.8% | -146.5% | -28.5% |
| All | -21.8% | +134.3% | -156.0% | -28.5% |
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