+303.9%
QCOM vs SEI
+584.5%
-280.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.2% | +2.4% | +1.4% |
| 7D | +5.5% | -10.8% | +16.3% | +6.8% |
| 30D | -1.1% | -19.0% | +17.9% | +1.0% |
| 3M | +7.6% | +5.8% | +1.8% | +4.9% |
| 6M | -20.1% | -14.9% | -5.2% | -19.9% |
| YTD | +3.0% | +35.4% | -32.4% | -4.5% |
| 1Y | +3.2% | +23.9% | -20.6% | -3.5% |
| 3Y | +48.9% | +661.3% | -612.4% | -4.4% |
| 5Y | +21.1% | +822.2% | -801.2% | -28.1% |
| All | +303.9% | +584.5% | -280.6% | +131.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 SEI 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