+132.0%
DPZ vs ZBH
+20.1%
+111.9%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.6% | -0.5% |
| 7D | -3.5% | -2.4% | -1.1% | -3.1% |
| 30D | +5.7% | +16.6% | -10.9% | +2.7% |
| 3M | -7.5% | +10.8% | -18.3% | -9.3% |
| 6M | +6.2% | +35.8% | -29.6% | +0.5% |
| YTD | -19.8% | +20.5% | -40.3% | -22.8% |
| 1Y | -18.0% | +22.7% | -40.7% | -21.3% |
| 3Y | -8.8% | +4.9% | -13.7% | -11.2% |
| 5Y | -30.2% | -12.8% | -17.4% | -30.5% |
| 10Y | +132.0% | +22.7% | +109.3% | +92.1% |
| All | +132.0% | +20.1% | +111.9% | +92.1% |
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