+324.3%
DOCN vs SEI
+453.4%
-129.2%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.4% | -0.6% | +2.0% |
| 7D | +1.1% | +10.2% | -9.1% | -1.3% |
| 30D | -9.6% | -1.0% | -8.6% | -9.3% |
| 3M | -37.7% | -27.9% | -9.8% | -33.2% |
| 6M | +115.2% | +10.4% | +104.8% | +112.7% |
| YTD | +133.7% | +20.1% | +113.6% | +126.5% |
| 1Y | +250.2% | +109.7% | +140.4% | +210.6% |
| All | +324.3% | +453.4% | -129.2% | +222.0% |
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