-8.4%
DPZ vs SPXU
-80.1%
+71.7%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.3% | -3.0% | -1.5% |
| 7D | -2.5% | -0.1% | -2.4% | -2.5% |
| 30D | -7.0% | +0.8% | -7.8% | -6.8% |
| 3M | +11.6% | -4.7% | +16.3% | +11.0% |
| 6M | -15.2% | -29.6% | +14.4% | -20.3% |
| YTD | -17.2% | -29.9% | +12.6% | -22.1% |
| 1Y | -24.8% | -39.1% | +14.2% | -31.2% |
| All | -8.4% | -80.1% | +71.7% | -28.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling