+196.4%
DOCN vs SEI
+482.3%
-285.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -12.3% | -3.6% | -12.5% |
| 7D | -29.3% | -26.9% | -2.4% | -23.2% |
| 30D | -46.0% | -36.6% | -9.5% | -39.2% |
| 3M | -43.2% | -8.9% | -34.3% | -41.6% |
| 6M | -53.7% | -33.0% | -20.8% | -49.4% |
| YTD | +46.9% | +10.6% | +36.3% | +46.0% |
| 1Y | +54.3% | -4.7% | +59.0% | +56.2% |
| All | +196.4% | +482.3% | -285.9% | +134.3% |
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