+36.6%
DIS vs DPZ
+125.0%
-88.4%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.1% | +2.0% |
| 7D | +5.3% | +3.7% | +1.6% | +4.5% |
| 30D | +10.2% | +8.0% | +2.2% | +8.5% |
| 3M | +13.5% | -4.2% | +17.7% | +14.4% |
| 6M | +11.1% | +4.6% | +6.5% | +9.8% |
| YTD | +5.5% | -18.4% | +23.9% | +9.2% |
| 1Y | +9.1% | -16.8% | +25.9% | +12.4% |
| 3Y | +36.0% | -5.0% | +41.0% | +35.1% |
| 5Y | -29.8% | -27.8% | -2.0% | -28.5% |
| 10Y | +36.6% | +121.1% | -84.5% | +23.6% |
| All | +36.6% | +125.0% | -88.4% | +23.6% |
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