+60.1%
DOCN vs SEI
+770.7%
-710.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.4% | -0.6% | +2.0% |
| 7D | +1.1% | +10.2% | -9.1% | -1.2% |
| 30D | -9.6% | -1.0% | -8.6% | -9.4% |
| 3M | -37.7% | -27.9% | -9.8% | -33.4% |
| 6M | +115.2% | +10.4% | +104.8% | +112.2% |
| YTD | +133.7% | +20.1% | +113.6% | +125.8% |
| 1Y | +250.2% | +109.7% | +140.4% | +206.8% |
| 3Y | +320.3% | +458.6% | -138.3% | +191.5% |
| All | +60.1% | +770.7% | -710.6% | -3.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling