+71.5%
IWD vs SEI
+565.9%
-494.4%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +16.3% | -17.1% | -1.8% |
| 7D | -0.2% | +28.8% | -29.0% | -1.7% |
| 30D | -0.8% | +10.4% | -11.1% | -1.5% |
| 3M | +8.0% | -11.4% | +19.5% | +8.2% |
| 6M | +18.2% | +31.2% | -13.0% | +15.0% |
| YTD | +22.3% | +39.7% | -17.4% | +18.2% |
| 1Y | +28.9% | +149.0% | -120.1% | +19.1% |
| 3Y | +71.5% | +560.2% | -488.6% | +41.6% |
| All | +71.5% | +565.9% | -494.4% | +41.6% |
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