-25.8%
DPZ vs TECH
-39.6%
+13.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.3% |
| 7D | +9.5% | -0.1% | +9.6% | +9.5% |
| 30D | +12.8% | +0.3% | +12.5% | +12.7% |
| 3M | -6.2% | +1.0% | -7.3% | -6.4% |
| 6M | +4.3% | +28.6% | -24.3% | -2.5% |
| YTD | -16.6% | +24.1% | -40.7% | -22.1% |
| 1Y | -12.8% | +21.9% | -34.7% | -18.4% |
| 3Y | -0.8% | +25.7% | -26.5% | -13.4% |
| 5Y | -25.8% | -40.2% | +14.4% | -17.3% |
| All | -25.8% | -39.6% | +13.8% | -17.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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