+5,622.1%
DPZ vs TROW
+795.1%
+4,827.0%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.7% | -1.3% |
| 7D | -2.5% | -1.3% | -1.2% | -2.1% |
| 30D | -7.0% | -4.5% | -2.4% | -5.3% |
| 3M | +11.6% | +3.9% | +7.7% | +9.7% |
| 6M | -15.2% | +22.6% | -37.7% | -22.0% |
| YTD | -17.2% | +10.1% | -27.4% | -21.0% |
| 1Y | -24.8% | +3.6% | -28.4% | -26.7% |
| 3Y | -8.7% | +12.4% | -21.1% | -15.4% |
| 5Y | -28.9% | -37.5% | +8.6% | -19.9% |
| 10Y | +153.6% | +130.0% | +23.7% | +48.9% |
| All | +5,622.1% | +795.1% | +4,827.0% | +1,800.8% |
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