+1,089.1%
SEI vs ACI
+21.2%
+1,067.9%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +3.2% | +1.8% | +5.1% |
| 7D | +22.6% | -3.7% | +26.3% | +22.6% |
| 30D | +9.1% | +0.6% | +8.5% | +9.0% |
| 3M | -11.3% | -20.3% | +9.0% | -10.9% |
| 6M | +22.0% | -24.7% | +46.7% | +22.7% |
| YTD | +47.3% | -27.2% | +74.5% | +48.3% |
| 1Y | +124.8% | -32.7% | +157.5% | +127.3% |
| 3Y | +591.3% | -43.9% | +635.2% | +611.2% |
| 5Y | +1,008.2% | -38.9% | +1,047.1% | +1,015.4% |
| All | +1,089.1% | +21.2% | +1,067.9% | +1,133.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 10y: compounded portfolio wealth divided by compounded ACI 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…
10y analysis · Full analysis span regression · 6 months rolling