+124.0%
DPZ vs BUD
-9.0%
+133.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.5% | -0.7% | -1.9% |
| 7D | +6.6% | +4.5% | +2.1% | +5.7% |
| 30D | +10.3% | +12.5% | -2.2% | +8.0% |
| 3M | -6.2% | 0.0% | -6.1% | -6.2% |
| 6M | +4.2% | +3.8% | +0.4% | +3.4% |
| YTD | -18.4% | +33.1% | -51.4% | -22.7% |
| 1Y | -14.9% | +35.5% | -50.4% | -19.7% |
| 3Y | -4.6% | +49.4% | -54.0% | -12.0% |
| 5Y | -27.4% | +48.0% | -75.4% | -33.6% |
| All | +124.0% | -9.0% | +133.0% | +115.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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