+646.3%
SEI vs IOVA
+29.3%
+616.9%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.7% | -2.8% | -1.3% |
| 7D | +10.5% | -3.5% | +13.9% | +10.9% |
| 30D | -8.0% | -45.4% | +37.4% | -2.7% |
| 3M | +6.7% | +19.0% | -12.3% | +2.3% |
| 6M | -17.0% | +112.0% | -129.0% | -26.7% |
| YTD | +39.7% | +184.2% | -144.6% | +17.7% |
| 1Y | +43.2% | +222.0% | -178.8% | +18.5% |
| 3Y | +676.3% | +92.6% | +583.8% | +512.8% |
| 5Y | +891.0% | -63.2% | +954.2% | +771.0% |
| All | +646.3% | +29.3% | +616.9% | +465.8% |
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