-42.3%
ACN vs SEI
+560.9%
-603.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -5.2% | +6.4% | +1.0% |
| 7D | -7.9% | +20.7% | -28.5% | -7.0% |
| 30D | -1.1% | +9.1% | -10.2% | -0.5% |
| 3M | +5.6% | -6.0% | +11.6% | +6.3% |
| 6M | -9.9% | +18.9% | -28.9% | -9.7% |
| YTD | -32.3% | +40.1% | -72.5% | -32.4% |
| 1Y | -25.3% | +120.6% | -145.9% | -26.2% |
| All | -42.3% | +560.9% | -603.2% | -44.1% |
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