+632.2%
SEI vs ACWI
+187.0%
+445.2%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +2.6% | +5.8% | +4.4% |
| 7D | -4.3% | +0.3% | -4.6% | -4.6% |
| 30D | -18.0% | -2.8% | -15.2% | -13.9% |
| 3M | +8.2% | -3.2% | +11.4% | +14.6% |
| 6M | -13.9% | +1.3% | -15.1% | -13.3% |
| YTD | +37.0% | +11.2% | +25.8% | +21.7% |
| 1Y | +24.5% | +13.8% | +10.7% | +7.8% |
| 3Y | +681.1% | +76.2% | +604.9% | +296.1% |
| 5Y | +787.5% | +59.5% | +728.0% | +412.2% |
| All | +632.2% | +187.0% | +445.2% | +96.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling