+686.9%
SEI vs IOVA
+43.3%
+643.6%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +5.7% | -0.6% | +4.5% |
| 7D | +22.6% | -2.2% | +24.7% | +22.9% |
| 30D | +9.1% | +27.6% | -18.5% | +5.7% |
| 3M | -11.3% | +117.2% | -128.5% | -20.1% |
| 6M | +22.0% | +77.7% | -55.7% | +11.6% |
| YTD | +47.3% | +215.0% | -167.7% | +25.0% |
| 1Y | +124.8% | +255.4% | -130.6% | +86.2% |
| 3Y | +591.3% | +42.6% | +548.7% | +471.1% |
| 5Y | +1,008.2% | -62.2% | +1,070.4% | +890.4% |
| All | +686.9% | +43.3% | +643.6% | +501.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling