+98.6%
DOCU vs SEI
+281.3%
-182.6%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -12.3% | +10.3% | -1.2% |
| 7D | -3.2% | -26.9% | +23.7% | -1.5% |
| 30D | +15.7% | -36.6% | +52.3% | +18.4% |
| 3M | +37.3% | -8.9% | +46.1% | +36.3% |
| 6M | +63.1% | -33.0% | +96.1% | +64.5% |
| YTD | +15.4% | +10.6% | +4.7% | +9.4% |
| 1Y | +11.3% | -4.7% | +16.0% | +6.8% |
| 3Y | +92.1% | +487.9% | -395.9% | +40.3% |
| 5Y | -70.5% | +615.7% | -686.2% | -79.4% |
| All | +98.6% | +281.3% | -182.6% | +53.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling