+86.8%
SCHW vs SEI
+594.6%
-507.7%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.1% | -5.2% | -0.4% |
| 7D | -1.9% | +22.6% | -24.4% | -3.4% |
| 30D | -1.6% | +9.1% | -10.7% | -2.4% |
| 3M | +21.3% | -11.3% | +32.6% | +21.6% |
| 6M | +16.5% | +22.0% | -5.5% | +12.8% |
| YTD | +8.4% | +47.3% | -38.9% | +2.5% |
| 1Y | +15.6% | +124.8% | -109.1% | +3.8% |
| 3Y | +86.8% | +591.3% | -504.4% | +42.3% |
| All | +86.8% | +594.6% | -507.7% | +42.3% |
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