+1,026.2%
SEI vs IBB
+20.0%
+1,006.2%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.9% | +6.7% | +6.3% |
| 7D | +28.2% | -3.9% | +32.1% | +31.1% |
| 30D | +15.5% | +2.7% | +12.7% | +12.9% |
| 3M | -1.4% | +21.4% | -22.7% | -13.8% |
| 6M | +37.4% | +20.1% | +17.3% | +20.8% |
| YTD | +47.8% | +21.9% | +26.0% | +28.8% |
| 1Y | +174.3% | +44.1% | +130.2% | +115.4% |
| 3Y | +598.5% | +63.4% | +535.1% | +404.9% |
| 5Y | +1,026.2% | +19.8% | +1,006.5% | +769.9% |
| All | +1,026.2% | +20.0% | +1,006.2% | +769.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling