+72.2%
DOCU vs SEI
+314.0%
-241.8%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +3.4% | +0.3% | +3.4% |
| 7D | +6.9% | +10.2% | -3.4% | +6.1% |
| 30D | +19.0% | -1.0% | +20.0% | +18.9% |
| 3M | +34.3% | -27.9% | +62.2% | +36.6% |
| 6M | +48.0% | +10.4% | +37.6% | +43.5% |
| YTD | 0.0% | +20.1% | -20.1% | -4.6% |
| 1Y | -10.3% | +109.7% | -120.0% | -20.2% |
| 3Y | +32.4% | +458.6% | -426.2% | -1.3% |
| 5Y | -77.9% | +775.3% | -853.2% | -84.7% |
| All | +72.2% | +314.0% | -241.8% | +33.6% |
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