-24.8%
DPZ vs BEN
+42.6%
-67.4%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +3.5% | -5.2% | -1.9% |
| 7D | -2.5% | +0.2% | -2.8% | -2.5% |
| 30D | -7.0% | -0.5% | -6.4% | -6.9% |
| 3M | +11.6% | +9.7% | +1.9% | +11.2% |
| 6M | -15.2% | +33.9% | -49.1% | -17.9% |
| YTD | -17.2% | +49.0% | -66.2% | -20.0% |
| 1Y | -24.8% | +42.1% | -67.0% | -27.0% |
| All | -24.8% | +42.6% | -67.4% | -27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 1y: compounded portfolio wealth divided by compounded BEN 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…
1y analysis · Full analysis span regression · 6 months rolling