+124.8%
SEI vs QSR
+28.6%
+96.2%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.6% | +4.5% | +5.4% |
| 7D | +22.6% | -4.0% | +26.6% | +20.4% |
| 30D | +9.1% | +2.8% | +6.3% | +10.5% |
| 3M | -11.3% | +5.1% | -16.4% | -9.0% |
| 6M | +22.0% | +8.8% | +13.2% | +27.2% |
| YTD | +47.3% | +14.8% | +32.4% | +57.0% |
| 1Y | +124.8% | +25.7% | +99.0% | +114.0% |
| All | +124.8% | +28.6% | +96.2% | +114.0% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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