+11.5%
DOCU vs SEI
+21.1%
-9.6%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | -0.3% |
| 7D | -3.4% | -10.8% | +7.5% | -4.6% |
| 30D | +9.3% | -19.0% | +28.3% | +6.8% |
| 3M | +30.2% | +5.8% | +24.4% | +33.7% |
| 6M | +62.1% | -14.9% | +77.0% | +66.2% |
| YTD | +13.5% | +35.4% | -21.9% | +17.5% |
| 1Y | +11.5% | +23.9% | -12.4% | +14.3% |
| All | +11.5% | +21.1% | -9.6% | +14.3% |
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