+286.2%
IGV vs SEI
+606.2%
-320.1%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +16.3% | -18.1% | -3.5% |
| 7D | -3.3% | +28.8% | -32.2% | -6.1% |
| 30D | 0.0% | +10.4% | -10.4% | -1.4% |
| 3M | +7.3% | -11.4% | +18.8% | +7.5% |
| 6M | +16.7% | +31.2% | -14.5% | +10.8% |
| YTD | -2.8% | +39.7% | -42.6% | -9.1% |
| 1Y | -6.7% | +149.0% | -155.6% | -19.1% |
| 3Y | +41.1% | +560.2% | -519.1% | +3.0% |
| 5Y | +22.0% | +955.7% | -933.7% | -18.9% |
| All | +286.2% | +606.2% | -320.1% | +152.6% |
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