+124.0%
DPZ vs BEN
+62.2%
+61.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +4.7% | -6.9% | -3.0% |
| 7D | +6.6% | +6.6% | 0.0% | +5.3% |
| 30D | +10.3% | +3.8% | +6.4% | +9.5% |
| 3M | -6.2% | +0.2% | -6.4% | -6.3% |
| 6M | +4.2% | +10.4% | -6.2% | +2.1% |
| YTD | -18.4% | +46.2% | -64.6% | -24.4% |
| 1Y | -14.9% | +52.3% | -67.2% | -21.8% |
| 3Y | -4.6% | +65.9% | -70.6% | -15.2% |
| 5Y | -27.4% | +20.6% | -48.0% | -33.5% |
| All | +124.0% | +62.2% | +61.8% | +95.0% |
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 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