-2.8%
DPZ vs IBB
+84.9%
-87.7%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.6% | +2.8% | +4.6% |
| 7D | +10.1% | +2.2% | +7.9% | +9.3% |
| 30D | +14.6% | +6.3% | +8.3% | +12.3% |
| 3M | -6.8% | +16.3% | -23.1% | -11.6% |
| 6M | +4.4% | +30.0% | -25.6% | -5.2% |
| YTD | -16.8% | +31.1% | -48.0% | -24.9% |
| 1Y | -14.5% | +42.0% | -56.4% | -25.3% |
| All | -2.8% | +84.9% | -87.7% | -24.2% |
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