-26.5%
ACN vs SEI
+867.5%
-894.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.5% |
| 7D | -5.7% | +27.6% | -33.3% | -5.1% |
| 30D | +17.0% | -17.1% | +34.2% | +16.9% |
| 3M | +39.9% | +4.6% | +35.3% | +40.2% |
| 6M | +50.2% | -15.1% | +65.3% | +51.1% |
| YTD | -4.2% | +41.2% | -45.3% | -5.9% |
| 1Y | +4.3% | +37.5% | -33.2% | +2.4% |
| 3Y | -17.1% | +693.7% | -710.8% | -30.7% |
| 5Y | -26.5% | +901.7% | -928.2% | -38.8% |
| All | -26.5% | +867.5% | -894.0% | -38.8% |
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