+70.2%
IWM vs SEI
+692.8%
-622.6%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.2% | -1.6% |
| 7D | +2.8% | +27.6% | -24.8% | 0.0% |
| 30D | +0.6% | -17.1% | +17.8% | +1.9% |
| 3M | -7.8% | +4.6% | -12.4% | -9.6% |
| 6M | -1.0% | -15.1% | +14.1% | -1.4% |
| YTD | +13.9% | +41.2% | -27.3% | +5.7% |
| 1Y | +15.4% | +37.5% | -22.1% | +7.1% |
| All | +70.2% | +692.8% | -622.6% | +18.8% |
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