+92.1%
DOCU vs SEI
+565.5%
-473.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +14.3% | -15.9% | -1.8% |
| 7D | -5.5% | -18.3% | +12.7% | -5.4% |
| 30D | +12.6% | -24.4% | +37.1% | +12.8% |
| 3M | +36.4% | +1.5% | +34.9% | +35.6% |
| 6M | +66.8% | -25.1% | +91.9% | +67.8% |
| YTD | +13.5% | +26.4% | -13.0% | +8.8% |
| 1Y | +11.3% | +8.9% | +2.4% | +7.8% |
| 3Y | +92.1% | +586.7% | -494.6% | +54.1% |
| All | +92.1% | +565.5% | -473.4% | +54.1% |
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