+8.2%
SEI vs IOVA
+362.8%
-354.6%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.9% | -1.5% | -15.4% | -16.8% |
| 7D | -16.4% | -41.3% | +24.8% | -13.6% |
| 30D | -22.9% | -38.5% | +15.6% | -20.6% |
| 3M | -0.3% | +99.5% | -99.8% | -10.4% |
| 6M | -22.3% | +126.0% | -148.3% | -31.3% |
| YTD | +26.2% | +218.7% | -192.5% | +6.6% |
| 1Y | +8.2% | +378.0% | -369.8% | -12.2% |
| All | +8.2% | +362.8% | -354.6% | -12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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