+130.9%
DPZ vs WEC
+186.5%
-55.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.2% |
| 7D | +2.2% | +1.4% | +0.8% | +1.9% |
| 30D | +6.7% | +12.8% | -6.1% | +4.1% |
| 3M | -4.5% | +11.2% | -15.8% | -6.6% |
| 6M | +3.3% | +6.6% | -3.3% | +1.9% |
| YTD | -19.4% | +13.8% | -33.3% | -21.6% |
| 1Y | -17.3% | +7.6% | -24.9% | -18.6% |
| 3Y | -8.4% | +62.2% | -70.6% | -16.8% |
| 5Y | -28.2% | +52.0% | -80.2% | -34.3% |
| 10Y | +130.9% | +189.4% | -58.5% | +75.9% |
| All | +130.9% | +186.5% | -55.7% | +75.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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