+54.9%
SCHD vs SEI
+594.6%
-539.6%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +5.1% | -4.7% | +0.2% |
| 7D | -2.0% | +22.6% | -24.5% | -2.7% |
| 30D | -0.4% | +9.1% | -9.5% | -0.8% |
| 3M | +5.7% | -11.3% | +17.1% | +6.0% |
| 6M | +11.9% | +22.0% | -10.1% | +10.2% |
| YTD | +26.4% | +47.3% | -20.8% | +23.0% |
| 1Y | +27.6% | +124.8% | -97.2% | +20.7% |
| 3Y | +54.9% | +591.3% | -536.3% | +30.3% |
| All | +54.9% | +594.6% | -539.6% | +30.3% |
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