+280.6%
IGV vs SEI
+605.9%
-325.3%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | -0.1% |
| 7D | +2.3% | +10.5% | -8.1% | +1.3% |
| 30D | -6.0% | -8.0% | +2.0% | -5.8% |
| 3M | -4.8% | +6.7% | -11.5% | -6.7% |
| 6M | +14.2% | -17.0% | +31.3% | +13.9% |
| YTD | -4.2% | +39.7% | -43.9% | -11.2% |
| 1Y | -5.3% | +43.2% | -48.4% | -12.7% |
| 3Y | +38.8% | +676.3% | -637.6% | -1.5% |
| 5Y | +14.2% | +891.0% | -876.8% | -24.0% |
| All | +280.6% | +605.9% | -325.3% | +146.5% |
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 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