+54.0%
DOCN vs SEI
+10.1%
+43.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +14.3% | -11.8% | -4.4% |
| 7D | -19.2% | -18.3% | -0.9% | -11.6% |
| 30D | -43.1% | -24.4% | -18.6% | -35.5% |
| 3M | -40.7% | +1.5% | -42.2% | -42.3% |
| 6M | -55.0% | -25.1% | -29.8% | -50.9% |
| YTD | +50.6% | +26.4% | +24.2% | +35.5% |
| 1Y | +54.0% | +8.9% | +45.0% | +42.0% |
| All | +54.0% | +10.1% | +43.9% | +42.0% |
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 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