+2.3%
IP vs SEI
+18.6%
-16.2%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -16.9% | +18.4% | +1.5% |
| 7D | +3.4% | -16.4% | +19.8% | +3.4% |
| 30D | +11.2% | -22.9% | +34.1% | +11.3% |
| 3M | -14.8% | -0.3% | -14.5% | -15.1% |
| 6M | +17.3% | -22.3% | +39.6% | +17.5% |
| YTD | -6.2% | +26.2% | -32.3% | -11.0% |
| 1Y | +2.3% | +8.2% | -5.9% | -1.2% |
| All | +2.3% | +18.6% | -16.2% | -1.2% |
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