+954.7%
SEI vs QID
-80.8%
+1,035.5%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.8% | +6.9% | +4.2% |
| 7D | +22.6% | +1.3% | +21.3% | +23.5% |
| 30D | +9.1% | +2.9% | +6.1% | +11.1% |
| 3M | -11.3% | -0.7% | -10.6% | -8.5% |
| 6M | +22.0% | -29.7% | +51.7% | +10.3% |
| YTD | +47.3% | -27.9% | +75.1% | +36.4% |
| 1Y | +124.8% | -34.6% | +159.3% | +104.7% |
| 3Y | +591.3% | -73.5% | +664.8% | +430.8% |
| All | +954.7% | -80.8% | +1,035.5% | +674.8% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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