-16.0%
ACN vs SEI
+692.8%
-708.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.5% |
| 7D | -5.7% | +27.6% | -33.3% | -4.1% |
| 30D | +17.0% | -17.1% | +34.2% | +16.5% |
| 3M | +39.9% | +4.6% | +35.3% | +41.5% |
| 6M | +50.2% | -15.1% | +65.3% | +52.3% |
| YTD | -4.2% | +41.2% | -45.3% | -3.4% |
| 1Y | +4.3% | +37.5% | -33.2% | +5.1% |
| All | -16.0% | +692.8% | -708.8% | -17.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling