+3.8%
IP vs SEI
+613.6%
-609.8%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -2.0% |
| 7D | -0.9% | +27.6% | -28.5% | -4.5% |
| 30D | +6.7% | -17.1% | +23.8% | +8.3% |
| 3M | -16.6% | +4.6% | -21.1% | -19.0% |
| 6M | +6.0% | -15.1% | +21.1% | +4.7% |
| YTD | -10.7% | +41.2% | -51.8% | -20.4% |
| 1Y | -6.7% | +37.5% | -44.2% | -16.9% |
| 3Y | +17.1% | +693.7% | -676.5% | -34.8% |
| 5Y | -14.6% | +901.7% | -916.3% | -57.9% |
| All | +3.8% | +613.6% | -609.8% | -52.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling