+593.8%
SEI vs IOVA
+41.0%
+552.9%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -3.1% | +8.9% | +6.1% |
| 7D | +28.2% | -2.2% | +30.4% | +28.5% |
| 30D | +15.5% | +31.7% | -16.2% | +11.8% |
| 3M | -1.4% | +117.3% | -118.6% | -10.3% |
| 6M | +37.4% | +55.8% | -18.4% | +28.1% |
| YTD | +47.8% | +208.8% | -161.0% | +27.7% |
| 1Y | +174.3% | +255.7% | -81.4% | +131.5% |
| All | +593.8% | +41.0% | +552.9% | +461.2% |
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 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