+141.5%
ACN vs SEI
+613.6%
-472.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.4% |
| 7D | -5.7% | +27.6% | -33.3% | -6.7% |
| 30D | +17.0% | -17.1% | +34.2% | +17.6% |
| 3M | +39.9% | +4.6% | +35.3% | +38.3% |
| 6M | +50.2% | -15.1% | +65.3% | +49.3% |
| YTD | -4.2% | +41.2% | -45.3% | -9.9% |
| 1Y | +4.3% | +37.5% | -33.2% | -2.0% |
| 3Y | -17.1% | +693.7% | -710.8% | -41.0% |
| 5Y | -26.5% | +901.7% | -928.2% | -51.6% |
| All | +141.5% | +613.6% | -472.0% | +48.4% |
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 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