-8.4%
DPZ vs IBB
+64.8%
-73.2%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.8% | -1.4% |
| 7D | -2.5% | +1.4% | -4.0% | -3.0% |
| 30D | -7.0% | +10.5% | -17.5% | -10.3% |
| 3M | +11.6% | +23.6% | -12.0% | +3.0% |
| 6M | -15.2% | +22.6% | -37.8% | -21.7% |
| YTD | -17.2% | +25.7% | -42.9% | -24.5% |
| 1Y | -24.8% | +51.4% | -76.2% | -36.9% |
| All | -8.4% | +64.8% | -73.2% | -25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 3y: compounded portfolio wealth divided by compounded IBB 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…
3y analysis · Full analysis span regression · 6 months rolling