+34.1%
SEI vs Q
+75.4%
-41.3%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -1.7% | -3.5% | -4.0% |
| 7D | +20.7% | +4.1% | +16.6% | +17.6% |
| 30D | +9.1% | -10.7% | +19.9% | +18.3% |
| 3M | -6.0% | -11.7% | +5.7% | +3.5% |
| 6M | +18.9% | +8.3% | +10.6% | +12.1% |
| YTD | +40.1% | +51.3% | -11.2% | +2.2% |
| All | +34.1% | +75.4% | -41.3% | +6.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling