+1,026.1%
QLD vs SEI
+613.6%
+412.5%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.2% | -0.5% |
| 7D | +12.5% | +27.6% | -15.1% | +5.8% |
| 30D | -15.7% | -17.1% | +1.4% | -12.7% |
| 3M | -11.9% | +4.6% | -16.5% | -14.9% |
| 6M | -10.3% | -15.1% | +4.8% | -9.6% |
| YTD | +15.6% | +41.2% | -25.6% | +1.3% |
| 1Y | +12.1% | +37.5% | -25.4% | -1.5% |
| 3Y | +150.7% | +693.7% | -543.0% | +26.5% |
| 5Y | +86.6% | +901.7% | -815.1% | -17.5% |
| All | +1,026.1% | +613.6% | +412.5% | +380.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling