+449.7%
QQQ vs SEI
+647.2%
-197.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.8% | -6.1% | -1.0% |
| 7D | +1.0% | +28.2% | -27.2% | -2.3% |
| 30D | -0.6% | +15.5% | -16.1% | -2.7% |
| 3M | +1.3% | -1.4% | +2.7% | +0.5% |
| 6M | +18.1% | +37.4% | -19.3% | +11.9% |
| YTD | +16.9% | +47.8% | -30.9% | +9.2% |
| 1Y | +24.0% | +174.3% | -150.3% | +6.5% |
| 3Y | +95.6% | +598.5% | -502.9% | +40.7% |
| 5Y | +94.5% | +1,026.2% | -931.7% | +26.0% |
| All | +449.7% | +647.2% | -197.5% | +249.1% |
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