+5.2%
QLD vs SEI
+10.1%
-4.8%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +14.3% | -11.7% | -1.6% |
| 7D | -10.3% | -18.3% | +8.0% | -5.8% |
| 30D | -26.1% | -24.4% | -1.6% | -21.2% |
| 3M | -17.8% | +1.5% | -19.3% | -20.9% |
| 6M | -15.6% | -25.1% | +9.6% | -11.9% |
| YTD | +5.4% | +26.4% | -21.1% | -7.5% |
| 1Y | +5.2% | +8.9% | -3.7% | -3.8% |
| All | +5.2% | +10.1% | -4.8% | -3.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling