+0.8%
SCHW vs SEI
+18.6%
-17.8%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -16.9% | +21.5% | +4.3% |
| 7D | +5.2% | -16.4% | +21.6% | +4.9% |
| 30D | -4.7% | -22.9% | +18.2% | -5.0% |
| 3M | -11.9% | -0.3% | -11.7% | -12.0% |
| 6M | +2.7% | -22.3% | +25.1% | +2.7% |
| YTD | -5.6% | +26.2% | -31.8% | -9.5% |
| 1Y | +0.8% | +8.2% | -7.4% | -2.8% |
| All | +0.8% | +18.6% | -17.8% | -2.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling