+21.6%
IQV vs SEI
+594.6%
-573.0%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.1% | -3.4% | +1.6% |
| 7D | -2.2% | +22.6% | -24.8% | -2.6% |
| 30D | +8.3% | +9.1% | -0.8% | +8.1% |
| 3M | +44.6% | -11.3% | +55.9% | +45.5% |
| 6M | +52.6% | +22.0% | +30.5% | +49.9% |
| YTD | +16.1% | +47.3% | -31.1% | +12.3% |
| 1Y | +37.3% | +124.8% | -87.5% | +28.8% |
| 3Y | +21.6% | +591.3% | -569.7% | +4.7% |
| All | +21.6% | +594.6% | -573.0% | +4.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling