+30.9%
DOCU vs SEI
+453.4%
-422.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +3.4% | +0.3% | +3.6% |
| 7D | +6.9% | +10.2% | -3.4% | +6.6% |
| 30D | +19.0% | -1.0% | +20.0% | +18.9% |
| 3M | +34.3% | -27.9% | +62.2% | +35.9% |
| 6M | +48.0% | +10.4% | +37.6% | +44.6% |
| YTD | 0.0% | +20.1% | -20.1% | -3.7% |
| 1Y | -10.3% | +109.7% | -120.0% | -18.6% |
| All | +30.9% | +453.4% | -422.5% | +0.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling