+1,155.7%
QLD vs SEI
+507.3%
+648.4%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.4% | -3.1% | -0.5% |
| 7D | +0.6% | +10.2% | -9.7% | -1.9% |
| 30D | -0.1% | -1.0% | +0.9% | -0.2% |
| 3M | -8.4% | -27.9% | +19.6% | -1.6% |
| 6M | +32.2% | +10.4% | +21.8% | +26.8% |
| YTD | +28.9% | +20.1% | +8.8% | +19.9% |
| 1Y | +43.8% | +109.7% | -65.9% | +15.1% |
| 3Y | +176.6% | +458.6% | -282.0% | +55.3% |
| 5Y | +121.6% | +775.3% | -653.7% | +2.6% |
| All | +1,155.7% | +507.3% | +648.4% | +469.4% |
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