+654.3%
SEI vs IBB
+125.0%
+529.4%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.7% | +1.1% |
| 7D | +27.6% | +1.6% | +26.0% | +26.5% |
| 30D | -17.1% | +6.7% | -23.8% | -20.6% |
| 3M | +4.6% | +6.3% | -1.8% | -0.6% |
| 6M | -15.1% | +23.9% | -39.0% | -28.1% |
| YTD | +41.2% | +26.6% | +14.6% | +17.8% |
| 1Y | +37.5% | +29.6% | +7.9% | +13.0% |
| 3Y | +693.7% | +86.1% | +607.6% | +401.6% |
| 5Y | +901.7% | +40.3% | +861.4% | +655.3% |
| All | +654.3% | +125.0% | +529.4% | +291.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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