+593.8%
SEI vs ACI
-45.1%
+638.9%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -2.4% | +8.2% | +5.2% |
| 7D | +28.2% | -5.0% | +33.3% | +26.8% |
| 30D | +15.5% | -2.3% | +17.8% | +15.0% |
| 3M | -1.4% | -23.2% | +21.8% | -5.4% |
| 6M | +37.4% | -29.5% | +66.9% | +30.0% |
| YTD | +47.8% | -28.6% | +76.4% | +40.6% |
| 1Y | +174.3% | -34.0% | +208.3% | +158.4% |
| All | +593.8% | -45.1% | +638.9% | +575.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling