+130.9%
DPZ vs ZBH
+17.3%
+113.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -1.1% |
| 7D | +2.2% | +10.6% | -8.4% | +0.2% |
| 30D | +6.7% | +20.4% | -13.7% | +3.1% |
| 3M | -4.5% | +10.0% | -14.6% | -6.3% |
| 6M | +3.3% | +31.0% | -27.7% | -1.6% |
| YTD | -19.4% | +20.3% | -39.7% | -22.4% |
| 1Y | -17.3% | +22.2% | -39.5% | -20.6% |
| 3Y | -8.4% | +4.7% | -13.1% | -10.8% |
| 5Y | -28.2% | -13.7% | -14.5% | -28.5% |
| 10Y | +130.9% | +19.3% | +111.6% | +93.6% |
| All | +130.9% | +17.3% | +113.6% | +93.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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