+555.8%
SEI vs IBB
+64.6%
+491.2%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.3% | -2.2% | +18.5% | +17.9% |
| 7D | +28.8% | -1.7% | +30.5% | +30.1% |
| 30D | +10.4% | +4.9% | +5.5% | +5.6% |
| 3M | -11.4% | +24.2% | -35.7% | -26.7% |
| 6M | +31.2% | +23.8% | +7.3% | +8.6% |
| YTD | +39.7% | +23.0% | +16.8% | +16.5% |
| 1Y | +149.0% | +46.2% | +102.8% | +80.1% |
| All | +555.8% | +64.6% | +491.2% | +319.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling