+155.0%
DPZ vs BUD
-23.0%
+178.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.9% | -1.7% |
| 7D | -2.5% | +0.3% | -2.8% | -2.6% |
| 30D | -7.0% | -5.7% | -1.3% | -6.0% |
| 3M | +11.6% | +3.1% | +8.5% | +10.9% |
| 6M | -15.2% | +7.9% | -23.0% | -16.5% |
| YTD | -17.2% | +27.3% | -44.6% | -21.0% |
| 1Y | -24.8% | +37.8% | -62.7% | -29.2% |
| 3Y | -8.7% | +49.8% | -58.5% | -15.7% |
| 5Y | -28.9% | +43.8% | -72.7% | -34.6% |
| All | +155.0% | -23.0% | +178.1% | +158.8% |
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