-37.0%
DOCS vs SEI
+32.3%
-69.3%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +4.7% | -2.3% | +3.0% |
| 7D | -4.2% | +12.4% | -16.6% | -2.6% |
| 30D | +8.6% | -18.3% | +26.9% | +6.6% |
| 3M | +27.2% | +10.4% | +16.8% | +31.4% |
| 6M | +26.5% | -12.9% | +39.4% | +27.8% |
| YTD | -25.0% | +41.8% | -66.8% | -22.4% |
| 1Y | -37.0% | +30.3% | -67.3% | -34.9% |
| All | -37.0% | +32.3% | -69.3% | -34.9% |
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