+575.6%
SEI vs ACWI
+179.7%
+395.9%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.3% | 0.0% | +14.3% | +14.3% |
| 7D | -18.3% | -2.4% | -15.9% | -15.4% |
| 30D | -24.4% | -5.2% | -19.3% | -17.7% |
| 3M | +1.5% | -4.8% | +6.4% | +10.2% |
| 6M | -25.1% | -1.3% | -23.8% | -21.8% |
| YTD | +26.4% | +8.4% | +18.1% | +16.6% |
| 1Y | +8.9% | +11.0% | -2.1% | -2.3% |
| 3Y | +586.7% | +70.6% | +516.1% | +264.6% |
| 5Y | +717.9% | +55.3% | +662.6% | +390.3% |
| All | +575.6% | +179.7% | +395.9% | +88.1% |
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