-46.7%
QS vs SEI
+954.3%
-1,001.0%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +5.1% | -3.2% | +0.5% |
| 7D | -3.6% | +22.6% | -26.2% | -9.5% |
| 30D | -17.2% | +9.1% | -26.3% | -19.9% |
| 3M | -27.0% | -11.3% | -15.6% | -25.7% |
| 6M | -24.6% | +22.0% | -46.6% | -29.7% |
| YTD | -49.3% | +47.3% | -96.6% | -55.2% |
| 1Y | -40.3% | +124.8% | -165.1% | -51.8% |
| 3Y | -23.8% | +591.3% | -615.1% | -59.6% |
| 5Y | -75.0% | +1,008.2% | -1,083.2% | -88.6% |
| All | -46.7% | +954.3% | -1,001.0% | -66.7% |
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