-27.5%
DPZ vs SPXU
-81.8%
+54.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.7% | -1.4% | -2.3% |
| 7D | +6.6% | +7.6% | -1.0% | +8.4% |
| 30D | +10.3% | +17.5% | -7.2% | +14.5% |
| 3M | -6.2% | +14.7% | -20.8% | -3.0% |
| 6M | +4.2% | -0.1% | +4.3% | +4.8% |
| YTD | -18.4% | -19.8% | +1.4% | -21.5% |
| 1Y | -14.9% | -23.7% | +8.8% | -19.0% |
| 3Y | -4.6% | -79.5% | +74.9% | -30.2% |
| All | -27.5% | -81.8% | +54.2% | -41.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling