+955.7%
SEI vs ACWI
+67.7%
+888.0%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.3% | -0.5% | +16.8% | +17.0% |
| 7D | +28.8% | +1.1% | +27.8% | +26.6% |
| 30D | +10.4% | -0.2% | +10.5% | +10.7% |
| 3M | -11.4% | +4.7% | -16.1% | -16.3% |
| 6M | +31.2% | +14.5% | +16.7% | +8.8% |
| YTD | +39.7% | +14.6% | +25.1% | +16.7% |
| 1Y | +149.0% | +21.4% | +127.5% | +94.2% |
| 3Y | +560.2% | +77.6% | +482.6% | +243.4% |
| 5Y | +955.7% | +68.1% | +887.6% | +461.5% |
| All | +955.7% | +67.7% | +888.0% | +461.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling