+64.6%
BMY vs DPZ
+143.2%
-78.6%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.2% | +3.7% | 0.0% |
| 7D | -4.8% | -7.3% | +2.5% | -4.1% |
| 30D | -0.7% | -7.6% | +6.9% | +0.1% |
| 3M | +15.3% | +1.8% | +13.5% | +14.9% |
| 6M | +8.5% | -21.8% | +30.4% | +10.9% |
| YTD | +23.4% | -22.0% | +45.5% | +26.1% |
| 1Y | +42.9% | -28.6% | +71.5% | +47.1% |
| 3Y | +22.0% | -13.1% | +35.0% | +22.1% |
| 5Y | +24.3% | -33.2% | +57.5% | +26.7% |
| 10Y | +64.6% | +147.0% | -82.4% | +45.2% |
| All | +64.6% | +143.2% | -78.6% | +45.2% |
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