+210.0%
IQV vs SEI
+647.2%
-437.1%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +5.8% | -6.7% | -1.4% |
| 7D | -2.6% | +28.2% | -30.8% | -5.0% |
| 30D | +6.2% | +15.5% | -9.3% | +4.4% |
| 3M | +38.0% | -1.4% | +39.3% | +36.4% |
| 6M | +43.9% | +37.4% | +6.5% | +35.6% |
| YTD | +14.0% | +47.8% | -33.8% | +5.9% |
| 1Y | +35.5% | +174.3% | -138.8% | +15.5% |
| 3Y | +20.3% | +598.5% | -578.1% | -16.9% |
| 5Y | -1.6% | +1,026.2% | -1,027.9% | -40.2% |
| All | +210.0% | +647.2% | -437.1% | +79.8% |
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