+686.9%
SEI vs IBN
+267.5%
+419.5%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.9% | +3.2% | +4.4% |
| 7D | +22.6% | -3.0% | +25.6% | +23.8% |
| 30D | +9.1% | -1.5% | +10.6% | +9.5% |
| 3M | -11.3% | +7.9% | -19.3% | -14.2% |
| 6M | +22.0% | +8.6% | +13.4% | +17.8% |
| YTD | +47.3% | -0.6% | +47.8% | +46.3% |
| 1Y | +124.8% | -7.3% | +132.1% | +128.2% |
| 3Y | +591.3% | +26.2% | +565.1% | +515.9% |
| 5Y | +1,008.2% | +57.8% | +950.4% | +790.6% |
| All | +686.9% | +267.5% | +419.5% | +415.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling