+101.7%
DOCU vs SEI
+388.7%
-287.0%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +4.7% | -1.5% | +2.9% |
| 7D | -0.4% | +12.4% | -12.9% | -1.2% |
| 30D | +12.9% | -18.3% | +31.2% | +13.8% |
| 3M | +35.1% | +10.4% | +24.6% | +32.6% |
| 6M | +76.2% | -12.9% | +89.1% | +74.8% |
| YTD | +17.2% | +41.8% | -24.7% | +9.3% |
| 1Y | +16.4% | +30.3% | -13.9% | +9.2% |
| 3Y | +95.6% | +697.3% | -601.8% | +39.7% |
| 5Y | -68.5% | +877.0% | -945.5% | -78.4% |
| All | +101.7% | +388.7% | -287.0% | +53.2% |
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