+5,659.5%
DPZ vs EXR
+3,132.0%
+2,527.4%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +3.1% | +2.4% | +4.3% |
| 7D | +10.1% | +11.3% | -1.2% | +5.7% |
| 30D | +14.6% | +21.2% | -6.6% | +6.5% |
| 3M | -6.8% | +8.7% | -15.5% | -9.7% |
| 6M | +4.4% | +18.2% | -13.8% | -2.1% |
| YTD | -16.8% | +27.9% | -44.8% | -24.6% |
| 1Y | -14.5% | +28.3% | -42.8% | -22.5% |
| 3Y | -1.1% | +71.7% | -72.8% | -22.4% |
| 5Y | -28.0% | -0.6% | -27.3% | -32.0% |
| 10Y | +130.2% | +229.0% | -98.7% | +21.8% |
| All | +5,659.5% | +3,132.0% | +2,527.4% | +1,024.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 all: compounded portfolio wealth divided by compounded EXR 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…
all analysis · Full analysis span regression · 6 months rolling