+138.9%
DPZ vs ZBH
+19.2%
+119.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.7% | +4.1% | +1.9% |
| 7D | -2.5% | -2.1% | -0.3% | -2.1% |
| 30D | +12.5% | +13.6% | -1.0% | +9.9% |
| 3M | -5.2% | +7.1% | -12.3% | -6.5% |
| 6M | +8.8% | +26.1% | -17.3% | +4.3% |
| YTD | -18.7% | +17.2% | -35.9% | -21.3% |
| 1Y | -15.7% | +17.4% | -33.1% | -18.5% |
| 3Y | -7.5% | +2.0% | -9.5% | -9.5% |
| 5Y | -30.1% | -15.0% | -15.1% | -30.1% |
| All | +138.9% | +19.2% | +119.7% | +99.3% |
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