+256.9%
BNY vs DPZ
-34.6%
+291.5%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.8% | +1.8% | +0.4% |
| 7D | -1.3% | -8.6% | +7.3% | +0.4% |
| 30D | -0.2% | -11.9% | +11.7% | +2.3% |
| 3M | +14.9% | +0.4% | +14.5% | +14.2% |
| 6M | +40.0% | -19.9% | +59.9% | +45.8% |
| YTD | +42.0% | -24.4% | +66.4% | +49.5% |
| 1Y | +56.9% | -30.4% | +87.3% | +68.3% |
| 3Y | +289.9% | -17.4% | +307.2% | +291.9% |
| All | +256.9% | -34.6% | +291.5% | +264.8% |
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