+170.0%
IWD vs SEI
+608.3%
-438.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.2% | +4.9% | +0.3% |
| 7D | -2.3% | +20.7% | -23.0% | -4.7% |
| 30D | -1.8% | +9.1% | -10.9% | -3.2% |
| 3M | +8.0% | -6.0% | +14.0% | +7.4% |
| 6M | +17.0% | +18.9% | -2.0% | +12.1% |
| YTD | +21.3% | +40.1% | -18.9% | +12.9% |
| 1Y | +27.9% | +120.6% | -92.7% | +10.8% |
| 3Y | +70.1% | +562.1% | -492.1% | +13.0% |
| 5Y | +74.2% | +954.5% | -880.3% | +0.4% |
| All | +170.0% | +608.3% | -438.3% | +50.2% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling