+1,026.2%
SEI vs ACI
-43.7%
+1,069.9%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -2.4% | +8.2% | +5.8% |
| 7D | +28.2% | -5.0% | +33.3% | +28.1% |
| 30D | +15.5% | -2.3% | +17.8% | +15.4% |
| 3M | -1.4% | -23.2% | +21.8% | -0.8% |
| 6M | +37.4% | -29.5% | +66.9% | +38.6% |
| YTD | +47.8% | -28.6% | +76.4% | +48.8% |
| 1Y | +174.3% | -34.0% | +208.3% | +177.8% |
| 3Y | +598.5% | -45.0% | +643.4% | +626.8% |
| 5Y | +1,026.2% | -44.0% | +1,070.2% | +1,072.0% |
| All | +1,026.2% | -43.7% | +1,069.9% | +1,072.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling