+95.3%
DOCU vs SEI
+482.3%
-387.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -12.3% | +10.3% | -1.9% |
| 7D | -3.2% | -26.9% | +23.7% | -3.0% |
| 30D | +15.7% | -36.6% | +52.3% | +16.1% |
| 3M | +37.3% | -8.9% | +46.1% | +36.5% |
| 6M | +63.1% | -33.0% | +96.1% | +64.0% |
| YTD | +15.4% | +10.6% | +4.7% | +10.7% |
| 1Y | +11.3% | -4.7% | +16.0% | +7.9% |
| All | +95.3% | +482.3% | -387.0% | +56.9% |
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