+43.2%
SEI vs ACWI
+11.8%
+31.3%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -0.3% |
| 7D | +10.5% | +2.4% | +8.0% | +4.0% |
| 30D | -8.0% | -1.7% | -6.3% | -3.1% |
| 3M | +6.7% | -3.9% | +10.7% | +20.1% |
| 6M | -17.0% | +0.8% | -17.8% | -16.5% |
| YTD | +39.7% | +11.0% | +28.6% | +6.5% |
| 1Y | +43.2% | +13.1% | +30.1% | +0.7% |
| All | +43.2% | +11.8% | +31.3% | +0.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling