+124.8%
SEI vs IBN
-5.9%
+130.7%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.9% | +3.2% | +5.0% |
| 7D | +22.6% | -3.0% | +25.6% | +22.6% |
| 30D | +9.1% | -1.5% | +10.6% | +9.0% |
| 3M | -11.3% | +7.9% | -19.3% | -12.2% |
| 6M | +22.0% | +8.6% | +13.4% | +17.9% |
| YTD | +47.3% | -0.6% | +47.8% | +38.4% |
| 1Y | +124.8% | -7.3% | +132.1% | +112.1% |
| All | +124.8% | -5.9% | +130.7% | +112.1% |
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