+374.9%
SCHG vs SEI
+608.3%
-233.4%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.2% | +4.8% | +0.2% |
| 7D | -2.7% | +20.7% | -23.4% | -5.1% |
| 30D | -2.2% | +9.1% | -11.3% | -3.6% |
| 3M | +6.2% | -6.0% | +12.2% | +5.7% |
| 6M | +13.4% | +18.9% | -5.6% | +9.0% |
| YTD | +7.1% | +40.1% | -33.0% | +0.3% |
| 1Y | +12.5% | +120.6% | -108.1% | -1.2% |
| 3Y | +86.2% | +562.1% | -476.0% | +33.3% |
| 5Y | +83.9% | +954.5% | -870.5% | +18.6% |
| All | +374.9% | +608.3% | -233.4% | +197.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling