+124.8%
SEI vs IOVA
+259.8%
-135.1%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +5.7% | -0.6% | +4.5% |
| 7D | +22.6% | -2.2% | +24.7% | +22.8% |
| 30D | +9.1% | +27.6% | -18.5% | +5.8% |
| 3M | -11.3% | +117.2% | -128.5% | -19.5% |
| 6M | +22.0% | +77.7% | -55.7% | +11.5% |
| YTD | +47.3% | +215.0% | -167.7% | +26.9% |
| 1Y | +124.8% | +255.4% | -130.6% | +98.5% |
| All | +124.8% | +259.8% | -135.1% | +98.5% |
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