+155.0%
DPZ vs SUI
+110.1%
+45.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.4% | -1.6% |
| 7D | -2.5% | -2.8% | +0.3% | -1.8% |
| 30D | -7.0% | -1.2% | -5.8% | -6.7% |
| 3M | +11.6% | -1.7% | +13.3% | +12.2% |
| 6M | -15.2% | -10.5% | -4.7% | -12.7% |
| YTD | -17.2% | -1.8% | -15.4% | -16.9% |
| 1Y | -24.8% | -4.1% | -20.8% | -24.1% |
| 3Y | -8.7% | +11.3% | -19.9% | -12.5% |
| 5Y | -28.9% | -32.1% | +3.2% | -24.1% |
| All | +155.0% | +110.1% | +45.0% | +107.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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