+152.0%
QQQM vs SEI
+1,184.6%
-1,032.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +5.1% | -4.2% | +0.4% |
| 7D | -0.6% | +22.6% | -23.1% | -2.7% |
| 30D | -1.2% | +9.1% | -10.3% | -2.4% |
| 3M | -0.1% | -11.3% | +11.2% | +0.3% |
| 6M | +18.0% | +22.0% | -4.1% | +14.4% |
| YTD | +16.7% | +47.3% | -30.6% | +10.7% |
| 1Y | +23.0% | +124.8% | -101.7% | +11.8% |
| 3Y | +93.3% | +591.3% | -497.9% | +55.2% |
| 5Y | +96.3% | +1,008.2% | -911.9% | +54.2% |
| All | +152.0% | +1,184.6% | -1,032.5% | +106.0% |
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