+155.0%
DPZ vs GEN
+162.9%
-7.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.2% | +0.5% | -1.4% |
| 7D | -2.5% | -1.2% | -1.4% | -2.4% |
| 30D | -7.0% | +10.1% | -17.1% | -8.4% |
| 3M | +11.6% | +16.1% | -4.5% | +9.0% |
| 6M | -15.2% | +38.9% | -54.0% | -19.6% |
| YTD | -17.2% | +14.4% | -31.7% | -19.4% |
| 1Y | -24.8% | +5.9% | -30.7% | -26.0% |
| 3Y | -8.7% | +58.8% | -67.5% | -15.5% |
| 5Y | -28.9% | +24.7% | -53.6% | -33.1% |
| All | +155.0% | +162.9% | -7.8% | +113.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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