+8.2%
SEI vs IBN
+4.2%
+4.0%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.9% | +3.8% | -20.7% | -16.3% |
| 7D | -16.4% | +8.9% | -25.3% | -15.7% |
| 30D | -22.9% | +12.6% | -35.5% | -23.0% |
| 3M | -0.3% | +3.1% | -3.4% | +0.8% |
| 6M | -22.3% | +20.6% | -42.9% | -24.7% |
| YTD | +26.2% | +5.8% | +20.4% | +16.6% |
| 1Y | +8.2% | +3.7% | +4.6% | -1.4% |
| All | +8.2% | +4.2% | +4.0% | -1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 1y: compounded portfolio wealth divided by compounded IBN 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…
1y analysis · Full analysis span regression · 6 months rolling