+250.7%
TQQQ vs SEI
+594.6%
-343.9%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +5.1% | -2.5% | +0.9% |
| 7D | -1.9% | +22.6% | -24.5% | -9.0% |
| 30D | -4.9% | +9.1% | -13.9% | -8.5% |
| 3M | -6.4% | -11.3% | +4.9% | -4.0% |
| 6M | +44.4% | +22.0% | +22.4% | +33.4% |
| YTD | +35.2% | +47.3% | -12.1% | +16.6% |
| 1Y | +49.5% | +124.8% | -75.3% | +13.1% |
| 3Y | +250.7% | +591.3% | -340.6% | +97.9% |
| All | +250.7% | +594.6% | -343.9% | +97.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling