+623.6%
SEI vs IBB
+128.9%
+494.7%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.1% | -0.4% |
| 7D | -10.8% | +0.8% | -11.6% | -11.2% |
| 30D | -19.0% | +5.2% | -24.2% | -21.7% |
| 3M | +5.8% | +8.6% | -2.8% | -0.9% |
| 6M | -14.9% | +27.8% | -42.7% | -29.5% |
| YTD | +35.4% | +28.8% | +6.6% | +11.7% |
| 1Y | +23.9% | +36.4% | -12.5% | -1.9% |
| 3Y | +661.3% | +89.3% | +572.0% | +375.3% |
| 5Y | +822.2% | +43.3% | +778.9% | +585.2% |
| All | +623.6% | +128.9% | +494.7% | +271.1% |
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