+363.8%
ALL vs DPZ
+125.0%
+238.7%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -3.9% | +3.7% | -7.5% | -4.3% |
| 30D | +10.6% | +8.0% | +2.6% | +9.4% |
| 3M | -4.6% | -4.2% | -0.4% | -4.1% |
| 6M | +20.2% | +4.6% | +15.6% | +19.1% |
| YTD | +23.7% | -18.4% | +42.1% | +26.4% |
| 1Y | +27.9% | -16.8% | +44.7% | +30.3% |
| 3Y | +109.2% | -5.0% | +114.2% | +107.5% |
| 5Y | +148.0% | -27.8% | +175.8% | +151.1% |
| 10Y | +363.8% | +121.1% | +242.7% | +300.6% |
| All | +363.8% | +125.0% | +238.7% | +300.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DPZ.
Daily Out/Under-Performance
Portfolio return minus DPZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DPZ 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 DPZ 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