+10.4%
SEI vs IBB
+23.7%
-13.3%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.9% | +4.3% | +3.9% |
| 7D | +10.2% | +1.4% | +8.8% | +9.5% |
| 30D | -1.0% | +10.5% | -11.5% | -6.2% |
| 3M | -27.9% | +23.6% | -51.6% | -38.1% |
| 6M | +10.4% | +22.6% | -12.2% | -5.2% |
| All | +10.4% | +23.7% | -13.3% | -5.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling