+130.9%
DPZ vs BEN
+55.0%
+75.9%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.2% | -2.4% | -1.4% |
| 7D | +2.2% | +12.1% | -10.0% | 0.0% |
| 30D | +6.7% | +13.4% | -6.7% | +4.2% |
| 3M | -4.5% | +9.4% | -13.9% | -6.2% |
| 6M | +3.3% | +19.3% | -16.0% | -0.3% |
| YTD | -19.4% | +57.3% | -76.7% | -26.3% |
| 1Y | -17.3% | +69.1% | -86.4% | -25.4% |
| 3Y | -8.4% | +85.6% | -94.0% | -20.3% |
| 5Y | -28.2% | +32.9% | -61.1% | -35.3% |
| 10Y | +130.9% | +58.3% | +72.6% | +106.2% |
| All | +130.9% | +55.0% | +75.9% | +106.2% |
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