+79.0%
ACN vs SEI
+507.3%
-428.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +3.4% | -6.8% | -3.5% |
| 7D | -1.5% | +10.2% | -11.8% | -2.1% |
| 30D | +9.4% | -1.0% | +10.4% | +9.3% |
| 3M | +5.6% | -27.9% | +33.6% | +6.9% |
| 6M | -9.3% | +10.4% | -19.6% | -12.0% |
| YTD | -29.0% | +20.1% | -49.1% | -32.1% |
| 1Y | -24.7% | +109.7% | -134.4% | -32.5% |
| 3Y | -39.8% | +458.6% | -498.5% | -55.4% |
| 5Y | -40.9% | +775.3% | -816.2% | -60.8% |
| All | +79.0% | +507.3% | -428.3% | +11.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling