+9.1%
IEF vs SEI
+560.9%
-551.8%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -5.2% | +4.4% | -0.8% |
| 7D | -1.2% | +20.7% | -21.8% | -1.1% |
| 30D | -1.5% | +9.1% | -10.6% | -1.4% |
| 3M | -1.7% | -6.0% | +4.3% | -1.7% |
| 6M | -3.5% | +18.9% | -22.5% | -3.4% |
| YTD | -2.6% | +40.1% | -42.8% | -2.4% |
| 1Y | -2.4% | +120.6% | -123.0% | -1.8% |
| All | +9.1% | +560.9% | -551.8% | +10.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling