-2.5%
DPZ vs IBB
+75.6%
-78.1%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.0% | +5.3% | +1.8% |
| 7D | +9.5% | -3.6% | +13.1% | +10.7% |
| 30D | +12.8% | +3.4% | +9.4% | +11.4% |
| 3M | -6.2% | +9.5% | -15.7% | -9.4% |
| 6M | +4.3% | +23.3% | -19.0% | -3.8% |
| YTD | -16.6% | +24.5% | -41.1% | -23.5% |
| 1Y | -12.8% | +32.9% | -45.7% | -22.2% |
| All | -2.5% | +75.6% | -78.1% | -22.8% |
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