+181.6%
IWD vs SEI
+605.9%
-424.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.3% | +0.3% |
| 7D | +2.3% | +10.5% | -8.2% | +1.1% |
| 30D | +3.6% | -8.0% | +11.6% | +3.7% |
| 3M | +2.2% | +6.7% | -4.6% | -0.3% |
| 6M | +13.0% | -17.0% | +30.0% | +12.5% |
| YTD | +26.5% | +39.7% | -13.1% | +16.3% |
| 1Y | +30.1% | +43.2% | -13.0% | +18.8% |
| 3Y | +84.9% | +676.3% | -591.5% | +18.1% |
| 5Y | +73.4% | +891.0% | -817.7% | +0.2% |
| All | +181.6% | +605.9% | -424.3% | +54.7% |
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 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