-44.1%
ACN vs SEI
+1,007.8%
-1,051.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +5.8% | -7.6% | -1.8% |
| 7D | -6.3% | +28.2% | -34.6% | -6.1% |
| 30D | -1.4% | +15.5% | -16.9% | -1.2% |
| 3M | +2.6% | -1.4% | +3.9% | +2.8% |
| 6M | -14.3% | +37.4% | -51.7% | -15.4% |
| YTD | -33.1% | +47.8% | -80.9% | -34.4% |
| 1Y | -28.8% | +174.3% | -203.1% | -32.5% |
| 3Y | -43.0% | +598.5% | -641.4% | -51.2% |
| All | -44.1% | +1,007.8% | -1,051.9% | -53.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling