+3,093.3%
DPZ vs SSNC
+1,006.7%
+2,086.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.6% | +1.9% | +0.8% |
| 7D | +9.5% | -2.8% | +12.3% | +10.5% |
| 30D | +12.8% | +0.4% | +12.4% | +12.5% |
| 3M | -6.2% | -0.7% | -5.5% | -6.2% |
| 6M | +4.3% | +13.9% | -9.6% | -0.2% |
| YTD | -16.6% | -9.4% | -7.2% | -14.8% |
| 1Y | -12.8% | -7.4% | -5.5% | -11.6% |
| 3Y | -0.8% | +55.7% | -56.5% | -15.0% |
| 5Y | -25.8% | +7.8% | -33.6% | -29.7% |
| 10Y | +130.9% | +178.8% | -48.0% | +52.5% |
| All | +3,093.3% | +1,006.7% | +2,086.6% | +1,157.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 all: compounded portfolio wealth divided by compounded SSNC 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…
all analysis · Full analysis span regression · 6 months rolling