-27.5%
DPZ vs GEN
+32.5%
-60.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.6% | +0.5% | -1.6% |
| 7D | +6.6% | +2.3% | +4.3% | +6.1% |
| 30D | +10.3% | +33.1% | -22.8% | +3.4% |
| 3M | -6.2% | +6.5% | -12.6% | -7.9% |
| 6M | +4.2% | +53.8% | -49.6% | -5.8% |
| YTD | -18.4% | +11.2% | -29.6% | -21.1% |
| 1Y | -14.9% | +19.4% | -34.3% | -19.0% |
| 3Y | -4.6% | +81.0% | -85.7% | -17.4% |
| All | -27.5% | +32.5% | -60.0% | -35.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling