+145.0%
DPZ vs SPXU
-99.5%
+244.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.2% | +1.3% | +2.8% |
| 7D | +2.2% | -7.6% | +9.8% | +0.8% |
| 30D | +15.5% | +5.3% | +10.2% | +16.9% |
| 3M | -2.0% | +9.6% | -11.6% | +0.1% |
| 6M | +12.1% | -4.5% | +16.7% | +11.9% |
| YTD | -16.6% | -25.9% | +9.3% | -20.3% |
| 1Y | -14.6% | -28.9% | +14.3% | -18.9% |
| 3Y | -4.1% | -80.5% | +76.3% | -25.4% |
| 5Y | -28.3% | -83.4% | +55.1% | -41.4% |
| All | +145.0% | -99.5% | +244.5% | +22.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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