+138.9%
DPZ vs BN
+297.2%
-158.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.0% | +2.4% | +1.7% |
| 7D | -2.5% | -0.3% | -2.2% | -2.4% |
| 30D | +12.5% | +13.6% | -1.0% | +9.0% |
| 3M | -5.2% | -6.7% | +1.4% | -3.7% |
| 6M | +8.8% | -9.0% | +17.7% | +11.0% |
| YTD | -18.7% | -8.8% | -9.9% | -17.4% |
| 1Y | -15.7% | -10.6% | -5.1% | -14.1% |
| 3Y | -7.5% | +98.8% | -106.3% | -24.1% |
| 5Y | -30.1% | +33.6% | -63.7% | -38.4% |
| All | +138.9% | +297.2% | -158.3% | +58.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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