-47.3%
QS vs SEI
+958.2%
-1,005.5%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +5.8% | -12.4% | -8.2% |
| 7D | -4.2% | +28.2% | -32.5% | -11.1% |
| 30D | -15.7% | +15.5% | -31.1% | -19.6% |
| 3M | -28.7% | -1.4% | -27.3% | -29.5% |
| 6M | -23.2% | +37.4% | -60.7% | -30.7% |
| YTD | -49.9% | +47.8% | -97.7% | -55.7% |
| 1Y | -38.8% | +174.3% | -213.1% | -52.8% |
| 3Y | -24.0% | +598.5% | -622.5% | -59.8% |
| 5Y | -75.6% | +1,026.2% | -1,101.8% | -88.9% |
| All | -47.3% | +958.2% | -1,005.5% | -67.1% |
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