+149.8%
QQQM vs SEI
+1,122.3%
-972.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -5.2% | +4.1% | -0.6% |
| 7D | -1.3% | +20.7% | -21.9% | -3.3% |
| 30D | -1.4% | +9.1% | -10.5% | -2.5% |
| 3M | +2.2% | -6.0% | +8.2% | +2.0% |
| 6M | +16.9% | +18.9% | -2.0% | +13.7% |
| YTD | +15.7% | +40.1% | -24.5% | +10.3% |
| 1Y | +22.7% | +120.6% | -98.0% | +11.8% |
| 3Y | +93.9% | +562.1% | -468.2% | +56.4% |
| 5Y | +94.6% | +954.5% | -859.9% | +53.7% |
| All | +149.8% | +1,122.3% | -972.4% | +105.2% |
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