+93.3%
QQQM vs SEI
+594.6%
-501.2%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +5.1% | -4.2% | +0.3% |
| 7D | -0.6% | +22.6% | -23.1% | -3.0% |
| 30D | -1.2% | +9.1% | -10.3% | -2.5% |
| 3M | -0.1% | -11.3% | +11.2% | +0.3% |
| 6M | +18.0% | +22.0% | -4.1% | +14.0% |
| YTD | +16.7% | +47.3% | -30.6% | +10.2% |
| 1Y | +23.0% | +124.8% | -101.7% | +10.9% |
| 3Y | +93.3% | +591.3% | -497.9% | +56.3% |
| All | +93.3% | +594.6% | -501.2% | +56.3% |
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