+215.6%
DOCN vs SEI
+665.6%
-450.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.7% | +1.9% |
| 7D | -12.1% | -10.8% | -1.3% | -9.5% |
| 30D | -41.0% | -19.0% | -22.0% | -37.8% |
| 3M | -38.7% | +5.8% | -44.5% | -39.8% |
| 6M | -51.5% | -14.9% | -36.6% | -50.2% |
| YTD | +65.3% | +35.4% | +29.8% | +55.0% |
| 1Y | +53.9% | +23.9% | +30.0% | +45.9% |
| 3Y | +215.6% | +661.3% | -445.7% | +135.5% |
| All | +215.6% | +665.6% | -450.1% | +135.5% |
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