+542.0%
SEI vs IBB
+123.4%
+418.6%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.9% | +4.3% | +4.1% |
| 7D | +10.2% | +1.4% | +8.8% | +9.1% |
| 30D | -1.0% | +10.5% | -11.5% | -8.2% |
| 3M | -27.9% | +23.6% | -51.6% | -38.5% |
| 6M | +10.4% | +22.6% | -12.2% | -5.5% |
| YTD | +20.1% | +25.7% | -5.5% | +1.1% |
| 1Y | +109.7% | +51.4% | +58.4% | +54.6% |
| 3Y | +458.6% | +64.4% | +394.3% | +285.7% |
| 5Y | +775.3% | +22.1% | +753.1% | +636.4% |
| All | +542.0% | +123.4% | +418.6% | +236.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling