+38.9%
IGV vs SEI
+597.1%
-558.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +5.8% | -6.6% | -1.3% |
| 7D | -1.5% | +28.2% | -29.8% | -3.8% |
| 30D | -3.0% | +15.5% | -18.5% | -4.5% |
| 3M | +9.6% | -1.4% | +10.9% | +8.7% |
| 6M | +16.1% | +37.4% | -21.3% | +10.4% |
| YTD | -3.6% | +47.8% | -51.5% | -9.7% |
| 1Y | -7.8% | +174.3% | -182.1% | -19.8% |
| All | +38.9% | +597.1% | -558.3% | +10.4% |
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