+124.8%
SEI vs IAG
+86.2%
+38.5%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.8% | +4.3% | +4.8% |
| 7D | +22.6% | -1.1% | +23.7% | +23.0% |
| 30D | +9.1% | +12.1% | -3.0% | +4.8% |
| 3M | -11.3% | +25.5% | -36.9% | -18.7% |
| 6M | +22.0% | -7.1% | +29.1% | +20.1% |
| YTD | +47.3% | +22.9% | +24.4% | +29.2% |
| 1Y | +124.8% | +83.3% | +41.4% | +47.1% |
| All | +124.8% | +86.2% | +38.5% | +47.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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