+689.9%
SEI vs ACWI
+194.0%
+495.8%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.6% | +6.4% | +6.7% |
| 7D | +28.2% | 0.0% | +28.2% | +28.0% |
| 30D | +15.5% | -0.6% | +16.1% | +16.4% |
| 3M | -1.4% | +4.3% | -5.6% | -6.0% |
| 6M | +37.4% | +12.7% | +24.7% | +17.5% |
| YTD | +47.8% | +13.9% | +33.9% | +25.5% |
| 1Y | +174.3% | +20.5% | +153.8% | +117.8% |
| 3Y | +598.5% | +76.5% | +522.0% | +248.0% |
| 5Y | +1,026.2% | +67.5% | +958.7% | +499.6% |
| All | +689.9% | +194.0% | +495.8% | +102.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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