+103.3%
DOCU vs SEI
+381.3%
-278.0%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.1% | +1.8% | +0.8% |
| 7D | +4.1% | +10.5% | -6.4% | +3.4% |
| 30D | +7.4% | -8.0% | +15.4% | +7.4% |
| 3M | +26.0% | +6.7% | +19.3% | +24.0% |
| 6M | +79.2% | -17.0% | +96.2% | +78.5% |
| YTD | +18.1% | +39.7% | -21.6% | +10.3% |
| 1Y | +20.5% | +43.2% | -22.7% | +11.9% |
| 3Y | +96.4% | +676.3% | -579.9% | +40.6% |
| 5Y | -69.5% | +891.0% | -960.5% | -79.1% |
| All | +103.3% | +381.3% | -278.0% | +54.5% |
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