+1,153.6%
QLD vs SEI
+606.2%
+547.4%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +16.3% | -16.5% | -4.2% |
| 7D | +3.0% | +28.8% | -25.9% | -3.7% |
| 30D | -1.8% | +10.4% | -12.2% | -4.9% |
| 3M | -1.8% | -11.4% | +9.6% | -0.2% |
| 6M | +36.9% | +31.2% | +5.7% | +25.4% |
| YTD | +28.7% | +39.7% | -11.0% | +14.9% |
| 1Y | +41.9% | +149.0% | -107.1% | +8.5% |
| 3Y | +184.2% | +560.2% | -376.0% | +52.5% |
| 5Y | +122.1% | +955.7% | -833.6% | -2.3% |
| All | +1,153.6% | +606.2% | +547.4% | +445.6% |
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