+145.0%
DPZ vs BEN
+58.7%
+86.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.4% | +2.1% | +2.5% |
| 7D | +2.2% | +6.8% | -4.6% | +1.0% |
| 30D | +15.5% | +18.0% | -2.5% | +12.0% |
| 3M | -2.0% | +7.5% | -9.5% | -3.4% |
| 6M | +12.1% | +14.7% | -2.6% | +9.0% |
| YTD | -16.6% | +56.1% | -72.7% | -23.7% |
| 1Y | -14.6% | +69.6% | -84.2% | -23.1% |
| 3Y | -4.1% | +87.7% | -91.8% | -16.8% |
| 5Y | -28.3% | +28.6% | -56.9% | -35.1% |
| All | +145.0% | +58.7% | +86.3% | +116.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling