+348.1%
IWF vs SEI
+644.4%
-296.3%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.1% | -4.3% | +0.2% |
| 7D | -0.9% | +22.6% | -23.5% | -3.5% |
| 30D | -1.7% | +9.1% | -10.8% | -3.1% |
| 3M | +0.7% | -11.3% | +12.0% | +1.1% |
| 6M | +8.6% | +22.0% | -13.5% | +4.3% |
| YTD | +3.5% | +47.3% | -43.8% | -3.4% |
| 1Y | +7.0% | +124.8% | -117.7% | -5.9% |
| 3Y | +76.3% | +591.3% | -514.9% | +26.8% |
| 5Y | +74.8% | +1,008.2% | -933.5% | +13.3% |
| All | +348.1% | +644.4% | -296.3% | +183.5% |
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