+870.0%
SEI vs ACI
+25.9%
+844.1%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.3% | +3.8% | +3.4% |
| 7D | +10.2% | +0.2% | +10.1% | +10.2% |
| 30D | -1.0% | +5.9% | -6.9% | -1.1% |
| 3M | -27.9% | -19.8% | -8.1% | -27.5% |
| 6M | +10.4% | -24.7% | +35.1% | +11.2% |
| YTD | +20.1% | -24.4% | +44.5% | +21.0% |
| 1Y | +109.7% | -31.5% | +141.2% | +112.5% |
| 3Y | +458.6% | -38.7% | +497.3% | +470.5% |
| 5Y | +775.3% | -42.8% | +818.1% | +784.3% |
| All | +870.0% | +25.9% | +844.1% | +906.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling