+861.6%
ASX vs DPZ
+153.4%
+708.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +1.9% | +0.5% |
| 7D | -0.7% | -2.5% | +1.8% | -0.2% |
| 30D | +2.0% | -7.0% | +8.9% | +3.2% |
| 3M | -1.3% | +11.6% | -12.9% | -4.4% |
| 6M | +71.4% | -15.2% | +86.6% | +76.2% |
| YTD | +135.3% | -17.2% | +152.6% | +142.7% |
| 1Y | +267.5% | -24.8% | +292.3% | +286.8% |
| 3Y | +388.5% | -8.7% | +397.1% | +386.6% |
| 5Y | +417.1% | -28.9% | +446.0% | +429.2% |
| All | +861.6% | +153.4% | +708.2% | +620.9% |
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