+11.9%
ACN vs SEI
+18.6%
-6.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -16.9% | +20.7% | +0.1% |
| 7D | +8.6% | -16.4% | +25.0% | +4.9% |
| 30D | +36.6% | -22.9% | +59.5% | +31.1% |
| 3M | +56.3% | -0.3% | +56.6% | +60.3% |
| 6M | +49.7% | -22.3% | +72.0% | +50.8% |
| YTD | +1.3% | +26.2% | -24.8% | +5.0% |
| 1Y | +11.9% | +8.2% | +3.7% | +16.6% |
| All | +11.9% | +18.6% | -6.6% | +16.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 SEI 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