+91.9%
DPZ vs SEI
+592.7%
-500.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +8.4% | -8.4% | -0.1% |
| 7D | +3.7% | -4.3% | +7.9% | +3.7% |
| 30D | +8.0% | -18.0% | +26.1% | +8.2% |
| 3M | -4.2% | +8.2% | -12.4% | -4.6% |
| 6M | +4.6% | -13.9% | +18.5% | +4.4% |
| YTD | -18.4% | +37.0% | -55.5% | -20.1% |
| 1Y | -16.8% | +24.5% | -41.3% | -18.3% |
| 3Y | -5.0% | +681.1% | -686.1% | -16.0% |
| 5Y | -27.8% | +787.5% | -815.3% | -37.0% |
| All | +91.9% | +592.7% | -500.7% | +65.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling