+25.0%
IQV vs SEI
+18.6%
+6.5%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -16.9% | +17.4% | -0.8% |
| 7D | -5.5% | -16.4% | +11.0% | -6.6% |
| 30D | -0.9% | -22.9% | +22.0% | -2.5% |
| 3M | +15.6% | -0.3% | +15.9% | +17.1% |
| 6M | +63.9% | -22.3% | +86.2% | +66.4% |
| YTD | +17.0% | +26.2% | -9.1% | +14.1% |
| 1Y | +25.0% | +8.2% | +16.8% | +23.1% |
| All | +25.0% | +18.6% | +6.5% | +23.1% |
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