+152.2%
QLD vs SEI
+692.8%
-540.6%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.2% | -0.5% |
| 7D | +12.5% | +27.6% | -15.1% | +6.2% |
| 30D | -15.7% | -17.1% | +1.4% | -13.0% |
| 3M | -11.9% | +4.6% | -16.5% | -14.7% |
| 6M | -10.3% | -15.1% | +4.8% | -9.7% |
| YTD | +15.6% | +41.2% | -25.6% | +3.2% |
| 1Y | +12.1% | +37.5% | -25.4% | +0.3% |
| All | +152.2% | +692.8% | -540.6% | +67.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling