+154.5%
DPZ vs INDA
+82.6%
+71.9%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | -2.5% | +0.7% | -3.3% | -2.7% |
| 30D | -7.0% | -0.8% | -6.2% | -6.8% |
| 3M | +11.6% | +3.9% | +7.7% | +10.6% |
| 6M | -15.2% | -0.7% | -14.5% | -15.1% |
| YTD | -17.2% | -7.7% | -9.6% | -15.8% |
| 1Y | -24.8% | -5.1% | -19.8% | -24.1% |
| 3Y | -8.7% | +13.6% | -22.3% | -11.5% |
| 5Y | -28.9% | +7.8% | -36.7% | -30.7% |
| All | +154.5% | +82.6% | +71.9% | +127.2% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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