+477.1%
SEI vs ACWI
+78.9%
+398.1%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | 0.0% | +3.5% | +3.5% |
| 7D | +10.2% | +0.5% | +9.7% | +9.1% |
| 30D | -1.0% | +0.9% | -1.9% | -2.8% |
| 3M | -27.9% | +2.4% | -30.3% | -30.1% |
| 6M | +10.4% | +12.4% | -2.0% | -11.7% |
| YTD | +20.1% | +15.2% | +5.0% | -7.7% |
| 1Y | +109.7% | +22.7% | +87.0% | +44.4% |
| All | +477.1% | +78.9% | +398.1% | +143.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling