+111.9%
DOCN vs SEI
+512.5%
-400.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.5% | +3.8% | +3.5% |
| 7D | +27.4% | +27.6% | -0.2% | +19.9% |
| 30D | -29.7% | -17.1% | -12.6% | -26.7% |
| 3M | -32.5% | +4.6% | -37.0% | -33.4% |
| 6M | -42.2% | -15.1% | -27.1% | -40.7% |
| YTD | +87.2% | +41.2% | +46.0% | +73.9% |
| 1Y | +86.2% | +37.5% | +48.7% | +73.2% |
| 3Y | +257.4% | +693.7% | -436.2% | +133.0% |
| 5Y | -27.4% | +901.7% | -929.1% | -55.3% |
| All | +111.9% | +512.5% | -400.5% | +34.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling