+94.2%
DOCU vs SEI
+668.7%
-574.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +8.4% | -8.2% | +0.1% |
| 7D | -4.8% | -4.3% | -0.5% | -4.8% |
| 30D | +9.4% | -18.0% | +27.4% | +9.5% |
| 3M | +29.0% | +8.2% | +20.8% | +28.3% |
| 6M | +62.3% | -13.9% | +76.2% | +62.6% |
| YTD | +13.7% | +37.0% | -23.4% | +8.9% |
| 1Y | +11.5% | +24.5% | -12.9% | +7.4% |
| 3Y | +94.2% | +681.1% | -586.9% | +52.8% |
| All | +94.2% | +668.7% | -574.5% | +52.8% |
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