+5,542.7%
DPZ vs TROW
+795.0%
+4,747.8%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -1.9% | -2.0% |
| 7D | +6.6% | +4.3% | +2.2% | +4.8% |
| 30D | +10.3% | +4.2% | +6.1% | +8.5% |
| 3M | -6.2% | -3.4% | -2.8% | -5.0% |
| 6M | +4.2% | +4.7% | -0.4% | +2.1% |
| YTD | -18.4% | +10.1% | -28.5% | -22.1% |
| 1Y | -14.9% | +11.7% | -26.6% | -19.3% |
| 3Y | -4.6% | +32.5% | -37.1% | -17.2% |
| 5Y | -27.4% | -38.5% | +11.1% | -17.4% |
| 10Y | +125.9% | +148.0% | -22.1% | +28.2% |
| All | +5,542.7% | +795.0% | +4,747.8% | +1,774.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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