-37.1%
DOCS vs SEI
+652.9%
-690.0%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.1% | +1.5% | +0.5% |
| 7D | +2.6% | +10.5% | -7.9% | +1.9% |
| 30D | +11.4% | -8.0% | +19.4% | +11.4% |
| 3M | +25.4% | +6.7% | +18.6% | +23.4% |
| 6M | +42.5% | -17.0% | +59.6% | +41.9% |
| YTD | -24.7% | +39.7% | -64.4% | -30.3% |
| 1Y | -32.9% | +43.2% | -76.1% | -38.3% |
| 3Y | +39.6% | +676.3% | -636.7% | +0.8% |
| 5Y | -54.6% | +891.0% | -945.7% | -67.9% |
| All | -37.1% | +652.9% | -690.0% | -61.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling