+134.8%
IWM vs SEI
+608.3%
-473.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.2% | +4.2% | -0.1% |
| 7D | -2.5% | +20.7% | -23.2% | -6.0% |
| 30D | -4.4% | +9.1% | -13.5% | -6.4% |
| 3M | +2.2% | -6.0% | +8.2% | +1.5% |
| 6M | +14.0% | +18.9% | -4.9% | +7.5% |
| YTD | +17.4% | +40.1% | -22.8% | +6.3% |
| 1Y | +22.9% | +120.6% | -97.7% | +1.0% |
| 3Y | +62.1% | +562.1% | -500.1% | -6.2% |
| 5Y | +38.2% | +954.5% | -916.3% | -33.1% |
| All | +134.8% | +608.3% | -473.5% | +12.0% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling