-1.3%
IWF vs SEI
+18.6%
-19.8%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -16.9% | +17.3% | +2.3% |
| 7D | -4.2% | -16.4% | +12.3% | -2.5% |
| 30D | -8.1% | -22.9% | +14.7% | -6.0% |
| 3M | -5.1% | -0.3% | -4.8% | -6.2% |
| 6M | -1.4% | -22.3% | +20.9% | -0.7% |
| YTD | -0.1% | +26.2% | -26.3% | -6.2% |
| 1Y | -1.3% | +8.2% | -9.5% | -5.9% |
| All | -1.3% | +18.6% | -19.8% | -5.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling