-31.0%
DPZ vs EQX
+74.3%
-105.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.3% | -0.3% | -1.6% |
| 7D | -1.5% | +3.8% | -5.2% | -1.7% |
| 30D | -4.4% | +9.4% | -13.8% | -5.0% |
| 3M | +7.6% | +16.8% | -9.2% | +6.3% |
| 6M | -16.9% | -23.7% | +6.7% | -15.9% |
| YTD | -18.6% | -9.6% | -9.0% | -18.9% |
| 1Y | -26.7% | +29.1% | -55.8% | -29.2% |
| 3Y | -9.3% | +175.3% | -184.6% | -19.5% |
| 5Y | -31.0% | +77.3% | -108.3% | -38.8% |
| All | -31.0% | +74.3% | -105.4% | -38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 5y: compounded portfolio wealth divided by compounded EQX 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…
5y analysis · Full analysis span regression · 6 months rolling