+432.3%
ASX vs DPZ
-28.9%
+461.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +1.9% | +0.6% |
| 7D | -0.7% | -2.5% | +1.8% | -0.2% |
| 30D | +2.0% | -7.0% | +8.9% | +3.5% |
| 3M | -1.3% | +11.6% | -12.9% | -5.2% |
| 6M | +71.4% | -15.2% | +86.6% | +78.6% |
| YTD | +135.3% | -17.2% | +152.6% | +146.5% |
| 1Y | +267.5% | -24.8% | +292.3% | +296.6% |
| 3Y | +388.5% | -8.7% | +397.1% | +380.2% |
| All | +432.3% | -28.9% | +461.2% | +434.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling