-47.3%
DOCS vs SEI
+18.6%
-65.9%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -16.9% | +23.3% | +4.3% |
| 7D | +1.2% | -16.4% | +17.7% | -0.6% |
| 30D | +21.3% | -22.9% | +44.2% | +18.5% |
| 3M | +58.4% | -0.3% | +58.7% | +60.8% |
| 6M | +39.3% | -22.3% | +61.6% | +38.6% |
| YTD | -21.7% | +26.2% | -47.9% | -22.6% |
| 1Y | -47.3% | +8.2% | -55.5% | -46.3% |
| All | -47.3% | +18.6% | -65.9% | -46.3% |
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 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