+55.4%
CVS vs SEI
+560.9%
-505.5%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.2% | +5.1% | 0.0% |
| 7D | -2.0% | +20.7% | -22.6% | -2.3% |
| 30D | +1.9% | +9.1% | -7.2% | +1.7% |
| 3M | -2.2% | -6.0% | +3.8% | -2.3% |
| 6M | +26.7% | +18.9% | +7.8% | +26.0% |
| YTD | +22.9% | +40.1% | -17.3% | +21.6% |
| 1Y | +32.9% | +120.6% | -87.7% | +29.9% |
| All | +55.4% | +560.9% | -505.5% | +41.0% |
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