+591.3%
SEI vs IBN
+27.4%
+563.8%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.9% | +3.2% | +4.7% |
| 7D | +22.6% | -3.0% | +25.6% | +23.3% |
| 30D | +9.1% | -1.5% | +10.6% | +9.3% |
| 3M | -11.3% | +7.9% | -19.3% | -13.4% |
| 6M | +22.0% | +8.6% | +13.4% | +18.5% |
| YTD | +47.3% | -0.6% | +47.8% | +45.2% |
| 1Y | +124.8% | -7.3% | +132.1% | +125.0% |
| 3Y | +591.3% | +26.2% | +565.1% | +550.4% |
| All | +591.3% | +27.4% | +563.8% | +550.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling