+179.3%
EXE vs DPZ
-5.9%
+185.2%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.7% | +1.9% | +0.5% |
| 7D | -1.8% | -1.5% | -0.3% | -1.6% |
| 30D | +6.4% | -4.4% | +10.8% | +6.8% |
| 3M | +9.2% | +7.6% | +1.6% | +8.1% |
| 6M | -7.0% | -16.9% | +10.0% | -5.3% |
| YTD | -9.5% | -18.6% | +9.2% | -7.6% |
| 1Y | +6.2% | -26.7% | +32.9% | +9.7% |
| 3Y | +20.7% | -9.3% | +30.1% | +20.6% |
| 5Y | +103.6% | -31.0% | +134.7% | +102.6% |
| All | +179.3% | -5.9% | +185.2% | +186.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DPZ.
Daily Out/Under-Performance
Portfolio return minus DPZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DPZ 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 DPZ 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