+181.0%
IWD vs SEI
+613.6%
-432.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.4% |
| 7D | +1.7% | +27.6% | -25.9% | -1.3% |
| 30D | +3.2% | -17.1% | +20.3% | +4.5% |
| 3M | +2.3% | +4.6% | -2.3% | +0.1% |
| 6M | +12.9% | -15.1% | +28.0% | +12.1% |
| YTD | +26.2% | +41.2% | -14.9% | +15.9% |
| 1Y | +28.3% | +37.5% | -9.3% | +17.7% |
| 3Y | +84.4% | +693.7% | -609.3% | +17.5% |
| 5Y | +73.0% | +901.7% | -828.8% | -0.1% |
| All | +181.0% | +613.6% | -432.5% | +54.2% |
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 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