+1,029.6%
ARES vs DPZ
+150.4%
+879.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.7% | +0.6% | -0.7% |
| 7D | -0.3% | -1.5% | +1.1% | 0.0% |
| 30D | +1.3% | -4.4% | +5.7% | +2.4% |
| 3M | +10.4% | +7.6% | +2.7% | +8.1% |
| 6M | +29.0% | -16.9% | +46.0% | +34.5% |
| YTD | -12.2% | -18.6% | +6.4% | -8.1% |
| 1Y | -18.4% | -26.7% | +8.2% | -12.5% |
| 3Y | +43.2% | -9.3% | +52.5% | +44.3% |
| 5Y | +102.6% | -31.0% | +133.6% | +110.5% |
| 10Y | +1,029.6% | +152.4% | +877.3% | +1,041.4% |
| All | +1,029.6% | +150.4% | +879.2% | +1,041.4% |
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