+8.2%
SEI vs Q
+19.7%
-11.5%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.9% | -0.1% | -16.8% | -16.8% |
| 7D | -16.4% | -3.3% | -13.2% | -14.3% |
| 30D | -22.9% | -9.7% | -13.2% | -16.0% |
| 3M | -0.3% | -16.1% | +15.8% | +14.3% |
| 6M | -22.3% | -15.7% | -6.6% | -11.1% |
| YTD | +26.2% | +45.7% | -19.6% | -6.3% |
| 1Y | +8.2% | +18.0% | -9.8% | -10.0% |
| All | +8.2% | +19.7% | -11.5% | -10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 1y: compounded portfolio wealth divided by compounded Q 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…
1y analysis · Full analysis span regression · 6 months rolling