+684.7%
SEI vs IOVA
+95.6%
+589.1%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -5.7% | +5.2% | +0.1% |
| 7D | +27.6% | -1.4% | +29.0% | +27.8% |
| 30D | -17.1% | -47.4% | +30.3% | -12.5% |
| 3M | +4.6% | +13.2% | -8.6% | +0.9% |
| 6M | -15.1% | +114.3% | -129.4% | -24.5% |
| YTD | +41.2% | +179.5% | -138.3% | +20.3% |
| 1Y | +37.5% | +200.4% | -162.9% | +15.9% |
| All | +684.7% | +95.6% | +589.1% | +441.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling